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Guiding You Through Life's Transitions

We plan and implement financial strategies needed for each leg of your journey

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Where Are You Today?

Our clients ask us to map out solutions that keep more of their hard-earned money in their pocket, take care of ongoing needs, and confidently navigate current and future conditions.

Our Mission

Helping you achieve your financial goals with confidence and clarity.  Working with a team of experienced legal and financial advisors you will help create personalized strategies that align with your unique needs.  As you are planning for retirement, managing investments or securing your future, our complete focus at ADB Financial is on your success.

Individuals/Families

Individuals/Families

There never seems to be enough time in a day to accomplish all that we want to and financial planning is often neglected.  Legal and financial laws and strategies seem to change daily.  How do I identify how to protect myself, and my extended family today, tomorrow and a hoped for future?

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Business Owners

Business Owners

My retirement will have to be funded when I sell my business.  Cash flow and debt limits my opportunities to save or invest outside of my company.  I could handle my own financial planning if I had the time.  Are there really financial strategies that would benefit me and my business now and in the future that I don’t know about?  How can I afford these strategies today?

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Key Executives

Key Executives

The more I make each year, the more I pay to the IRS.  My current financial and legal advisors tell me I am doing all I can, just follow the current plan and stay the course.  I don’t have time to review my current retirement and benefit packages.  Is there anything I should be doing to save, invest, reduce current and long-term taxes, protect myself and extended family?

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Someone You Can Trust.

Someone You Can Trust.

We understand that your Trust is earned over time.

Comprehensive Financial Planning

We help you bring together all of your financial and legal advisors.  Often, this has never been done before.  As a team of professionals we assess your current financial situation and develop a clearly defined plan that guides you toward your short and long-term goals.

Investment Management

Your advisor utilizes your team of financial and legal advisors guidance and strategize with our team of investment professionals that design and manage a diversified portfolio tailored to your risk tolerance and financial objectives.

Retirement Planning

We help you prepare for a comfortable retirement by developing income strategies that ensures your goals and objectives adjust to changes in tax and legal changes.

Estate Planning

Our team assists in protecting your legacy, ensuring that your wealth is preserved and transferred according to your wishes.

Tax Planning

We identify tax-efficient strategies to help you minimize liabilities and maximize your income.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Providing Insight as<br/>a Tool for Success

Providing Insight as
a Tool for Success

Ever changing conditions in the financial world makes the choice of guides or experts crucial.  The experience, knowledge and expertise of your financial team can be the difference in being able to adjust strategies as wealth management conditions change.  Knowing your team of advisors are combining all of their wisdom on your plan can help create peace of mind even during difficult times.

Helping Every
Step Of Your Journey

Choosing the destinations on your journey is crucial. Knowing where you are going helps us identify all the options that need to be researched. Life’s experiences are best enjoyed by identifying things you  want to do and planning how you arrive at your final destination.

Discover

Are you currently prepared and positioned to pivot as financial and legal factors change?  Are there financial or tax strategies that you should be considering?   What are your current goals and financial situation?

Plan

A financial journey that has clearly defined goals and objectives is the beginning of every world class plan.  Identifying and including the key professionals that will be needed often determines success or failure.  We create an in-depth report that outlines what each step in your plan would be with ADB Financial.

Implement

The correct execution of any plan determines the likelihood of success.  Ongoing feedback from your financial and legal professionals enables us to proactively act in your best interests.

Monitor

To stay on course, it is important to know where you are today and what the conditions are likely to be in the future. We provide one point of contact to coordinate conversations with everyone involved with your plan.

Let&#8217;s Get Started

Let’s Get Started

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What Is Your Risk Number?

Everyone has a Risk Number whether they know it or not. Your tolerance for market voltality is unique. We use a risk assessment built upon a Nobel Prize-winning framework,
and learning your risk number only takes a couple of minutes.