Adam CFF®- Retirement Financial Fiduciary

Serves Orange, CA

35244

Hired 496 times

15 employees

12 years in business

Not yet available

5.0

This pro accepts payments via Apple Pay, Check, PayPal, Venmo, and Zelle.

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Credentials

Background Check

Adam Elesie
Completed on 3/10/2022

Introduction

We focus on education, protection, wealth management, income planning, increasing performance, ongoing support, and reducing fees/taxes. Building a plan to live a sound financial future. Our Professional Services: *Retirement Income Planning* Providing income solutions to maintain lifestyle, longevity, and minimize taxes. *Certified Financial Fiduciary Services* Work with a Certified Financial Fiduciary. *Active Wealth Management Services* A team dedicated to strategic portfolio asset management for all growth & protection purposes. *Medicare Insurance* We will help you find the right Medicare Advantage plan for your needs. *Life Insurance & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected. *Social Security Optimization* Collect your social security at the right time to maximize payments. *Financial Risk Assessment* Determine if your risk tolerance is balanced correctly and in line with your goals. *Estate Planning* Inheritance & estate planning education. (Living Trusts & Wills creation by attorney referrals) *Strategic Tax Planning* Strategic tax planning to minimize tax exposure.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

I am able to market a broad array of financial strategies, education, tax advantages, products and services to fit any budget my customer has :)

What is your typical process for working with a new customer?

When meeting with a new client, I like to get to know your situation, goals, and build trust.

What education and/or training do you have that relates to your work?

Our team has all required Licenses, Certifications & Continued Educations.

How did you get started doing this type of work?

Prior to becoming a retirement financial advisor in 2013, I interned. I also studied business & finance in college.

What types of customers have you worked with?

I have had the pleasure of helping many individuals & families from different incomes, cultures, and backgrounds. We all have our own unique story!

Describe a recent project you are fond of. How long did it take?

I help clients everyday create a game plan with the highest possible success rate to live a great retirement and never run out of money.

What advice would you give a customer looking to hire a provider in your area of work?

Work with someone you can trust. Preferably a certified fiduciary who will put your best interest above all.

What questions should customers think through before talking to professionals about their project?

What are your personal goals for retirement, passions, and family?