Broker Check


                                                                                                 
                                                                                                   

This month’s client’s spotlight is with Jeremy Walker and Deluxe Dental: Kuna. Jeremy Walker specializes in general and cosmetic dentistry and he works with anyone who wants to improve their oral and overall health, they do most procedures in house without the need of referring out to other specialists.

Jeremy said that he has been working with us for so long that he honestly doesn’t remember when or why he first started. He said but now he knows “the importance of a business strategy and knowing how important disability and income protection is for him in this line of work. Protection for my family and employee benefits. ADALANT makes sure my financial picture is well taken care of.”

Jeremy liked the idea of being able to customize a plan for him, his family, and his business, knowing that as time went on, we can work together as a team to adjust those plans as needed. So, having the personalized approach that the ADALANT team offers, he knew it would be a good fit for him and his business.

Jeremy enjoys the fact that he feels comfortable working with everyone on the team and he often refers friends and associates to contact us and do the same planning that he has done with ADALANT.



We would like to take a minute to spotlight one of our clients Courtney Schreck with Posies.

Courtney has been designing with flowers for almost 20 years but created her actual business in 2019. Courtney is a wedding and event floral designer! She is based out of her studio, which is in her backyard. She mostly designs for events but will do personal designs every now and then.

We asked Courtney who she enjoys helping in her business and she told us, ”Everyone! Flowers not only bring a smile and happiness to most people, but a lot of them have memories attached to them. I love designing for weddings-it is such an honor for me to be a part of someone’s most important day….it is my favorite thing to see a bride’s reaction seeing their vision (and mine) come true on their wedding day and then again when they see their wedding photos. It is truly an awesome experience for me.”

One of our many questions in this business is why? We asked Courtney why she chose us to work with. “My husband owns his own business as well, and we have been working with ADALANT since the beginning of that. We have seen his business grow as we have utilized ideas and had business coaching with ADALANT. It only made sense to do the same with my business.” Courtney said, Posies took a while for me to actually create and start. Once I was full in, it took off fast. I was overwhelmed with the business end of things. Justin has helped me brainstorm, organize ideas, and execute practical steps in running my business. I can really tell he is cheering on my dream and wants to see me succeed. ADALANT has been a great fit for my business (and my husband’s) because we feel like they really care about our success. They want our goals to be met and our future to be bright. I also really appreciate the professionalism and kindness they have shown to us throughout the years.”

As a team here at ADALANT, we do want to see success for each of our clients, no matter what they are striving to accomplish, whether it's buying a new home, retiring before 65, starting a business or going on vacations.

Courtney’s final thoughts on working with us as a team, makes us hope that each of our clients feel the same way, “We are really grateful for Justin and his team at ADALANT! They have really helped us the past 7+ years with our business and personal finances. Since my husband and I both own small businesses, there has been worry and stress for our future finances. After working with ADALANT, they curated a personal financial path just for our needs now and for years ahead and have lessened those worries. I would definitely recommend ADALANT to others. Business owners for coaching, as well as people who are needing help with money management. Thank you!”


Thank you, Courtney, for letting us share your story! -ADALANT