Adam CFF®- Retirement Financial Fiduciary
4.5
Serves Torrance, CA
12 years in business
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.
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Q&A
1. What does a wills attorney do?
A wills attorney helps clients draft, review, and update wills to ensure their assets are distributed according to their wishes after death.
2. When should I hire a wills attorney?
You should hire a wills attorney when creating your first will, making significant life changes, or wanting to ensure your estate plan is legally sound.
3. How much does it cost to hire a wills attorney?
Costs vary by attorney and complexity but typically range from $300 to $1,000 for a basic will. More complex estate planning will cost more.
4. Can a wills attorney help update my will?
Yes, wills attorneys can assist with updating your will to reflect life changes like marriage, divorce, births, or changes in assets.
5. Do I need a wills attorney if I have a DIY will?
While DIY wills can be valid, a wills attorney ensures your document is legally sound, tailored to your situation, and minimizes potential disputes.
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