Adam Coleman, CRPC®, AFC®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Adam
Biografía
Hi, I'm Adam! I've always had a passion for personal finance, but was frustrated by an industry mostly filled with salespeople focused on helping the rich get richer, while everyone else struggled. I've spent the last 20 years trying to pave a different path by providing accessible financial advice to those in need. I primarily work with pre-retirees and retirees navigating the transition from building wealth to living off of it. I help with retirement income, investment and withdrawal strategies, Social Security, Roth conversions, and tax planning. I also enjoy working with millennials, Gen X, and FIRE enthusiasts navigating the "messy middle" of life, including buying a home, saving for kid's college, or DIY investing. I offer hourly, one-time, and ongoing financial planning. Whether you're figuring out when you can retire, how much you can spend, or want a second opinion, I can’t wait to learn more about your goals and help you create a plan to accomplish them!
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Me gusta trabajar con
Lo personal
When I’m not immersed in the world of finance, you can usually find me enjoying our family movie nights every Friday, weekly date nights with my amazing wife Andrea, playing chess with my oldest son, or riding bikes/taking a walk with my youngest son. When we’re fortunate enough to get away, I love to travel to the mountains or save up for a big vacation to the Caribbean.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Early Retirement Planning
- FIRE Planning
- Investment Strategy
- Portfolio Analysis
- Asset Allocation
- Asset Location
- Tax Planning
- Tax Optimization
- Roth Conversions
- Retirement Account Strategies
- Withdrawal Strategies
- Knowledgeable
- Thorough
- Practical
- Clear
- Direct
- Patient
- Thoughtful
- Professional
- Responsive
- Organized
- Approachable
- Kind
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Second meeting with Adam, and impressed once again
Adam came through once again with spot on advice for our retirement plan! He came prepared and familiar with what we were looking to accomplish with the meeting. I like that Adam is not "wishy washy" in his advice. He asks lots of questions to figure out your goals, and then gives direct advice on what should be done, even down to suggesting specific funds that align with our objectives. This is our second meeting with Adam and we will keep checking in with him as we get closer to our retirement date.
Impressed from the very first meeting
My husband and I recently met with Adam for the first time and were extremely impressed. He quickly understood our needs, took the time to listen, and provided thoughtful, sound financial guidance. We felt very comfortable with him and appreciated his knowledge and straightforward approach. We’re excited to continue working with Adam and would highly recommend him!
Adam is incredibly Knowledgeable and always tho...
Adam is incredibly Knowledgeable and always thorough with his suggestions and feedback. I can't recommend him enough.
Adam takes the time to understand your situatio...
Adam takes the time to understand your situation and goals, then offers practical counsel and feedback. Exactly what I need.
You Won’t Find Better
Adam was very easy to reach and schedule an appointment with. He’s head and shoulders above most advisors and exceptionally five star rated. Adam help me structure my investment funds in a very easy to understand way. Meeting with him on Zoom and continuing to do so as needed in the future, has given me great peace of mind.
Easy to talk with
I had a great experience working with Adam. He made what can sometimes feel like an overwhelming topic much easier to navigate. He listened carefully, answered all of my questions, and gave me clear, practical advice that I can actually use. I left our conversation feeling more confident and with a much better understanding of my options. Highly recommend!
Very responsive, answers questions in well thou...
Very responsive, answers questions in well thought out narratives. Providing comprehensive retirement strategy
Professional, experienced, and insightful
One meeting with Adam and I received so much good advice, I need to rewatch the recording to make sure I didn't forget anything. He directed my attention to the parts of my retirement plan that need adjustment, and provided assurances for the parts that were already solid.
Time well spent!
Adam was extremely professional, patient and knowledgeable about all things related to retirement planning, drawdown and assets. After completing our session, I left feeling even more confident about my family's financial future. Highly recommend spending time with Adam!
I am getting close to the finish line!!!
I am getting close to the finish line!!! Adam helped me streamline my accounts, and set up a game plan for upcoming withdrawals. Most importantly, he gave me the confidence that I will have a comfortable retirement
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.