We've Got Your Back
A lot of people don't begin to consider their long-term financial well-being until something happens that reminds them of their mortality, like throwing a back out during a sneeze, or hearing the drum solo to Wipeout in their knees every time they stand up. Good on you for being here, and welcome!
All of our financial strategies are centered on your needs. There are no cookie-cutter solutions; we work intensely with you to find solutions suited for your current and desired lifestyle. Our team has the experience to choreograph unique solutions to get you where you want to be, for yourself, your family or your business.
Browse our services below and contact us when you're ready to build a relationship with the firm you can trust to have your back (even when you sneeze).
All of our financial strategies are centered on your needs. There are no cookie-cutter solutions; we work intensely with you to find solutions suited for your current and desired lifestyle. Our team has the experience to choreograph unique solutions to get you where you want to be, for yourself, your family or your business.
Browse our services below and contact us when you're ready to build a relationship with the firm you can trust to have your back (even when you sneeze).
Individuals
Much like climbing a challenging mountain, retirement planning (or any kind of planning for the financial future) can be a daunting task that often requires good amount of discipline, appropriate tools, and of course, proper guidance.
Rather than focus our clients on the task of accumulating assets, more commonly known as the 'savings' phase, we focus on the difficult task of income distribution. Drawing income from your life savings requires tax-savvy strategies, and a carefully developed strategy. At Adalant, we pride ourselves on helping our clients both up and down the mountain.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Rather than focus our clients on the task of accumulating assets, more commonly known as the 'savings' phase, we focus on the difficult task of income distribution. Drawing income from your life savings requires tax-savvy strategies, and a carefully developed strategy. At Adalant, we pride ourselves on helping our clients both up and down the mountain.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We offer the following products and services to individuals and their families:
- Retirement planning (accumulation strategies)
- Retirement income planning (distribution strategies)
- Estate planning and trust services
- Investments
- Insurance
- Retirement income planning (distribution strategies)
- Estate planning and trust services
- Investments
- Insurance
- Life insurance
- Disability income insurance
- Long term care insurance
- Health insurance
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and / or CPA. Consult them for specific advice on legal and tax matters.
Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).
Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).
Businesses
As business owners ourselves, we understand the delicate balance between achieving efficiencies in operations, while putting into place programs that allow you to competitively recruit and retain a talented workforce.
Our approach to retirement planning is highly individualized. We will meet with your employees one-on-one for maximum engagement. Our goal is to maximize the benefit you receive for your investment in your company.
We will also work with you to help ensure your successful exit from the business - whether through sale or succession.
Our approach to retirement planning is highly individualized. We will meet with your employees one-on-one for maximum engagement. Our goal is to maximize the benefit you receive for your investment in your company.
We will also work with you to help ensure your successful exit from the business - whether through sale or succession.
We specialize in working with businesses of all sizes on:
Retirement planning
- Design
- Implementation
- Service
- 401(k)
- Exit strategies
- Key man insurance
- Buy/sell agreements
- Group benefits
- Executive bonus plans
- Employee retention strategies
- Individual and group health insurance
- Wealth management solutions