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