Our Services
Adams Consulting Group, LLC leverages the experiences and talents of dedicated professionals to provide a extensive array of consulting services to businesses and individuals.
We consult our individual clients on a variety of financial matters, including:
- Wealth accumulation planning
- Wealth preservation strategies
- Financial protection programs
- Money management techniques
- Retirement planning
- Investment management
- Estate planning Issues
We assist our businesses clients with their employee and executive benefit programs as well as their business planning issues. Our services include:
- Benefit program design and cost analysis
- Product analysis and recommendation
- Implementation assistance for benefit plans
- Customized employee education presentations
- Annual benefit program review and analysis
- Preparation of the Investment Policy Statement
- Assistance with fiduciary issues
- Business transition and succession planning strategies