Contact Info

Services

• Car Insurance
• Home Insurance
• Life Insurance
• Cash Flow Strategies
• Budgeting
• Rollover
• Annuity
• Banking
• Mutual Funds
• Retirement Planning

Hours of Operation

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About Us

Hi! I’m Lori Adams and I’m in the financial services business with a unique approach that I help people find money they are losing unknowingly and unnecessary and then help them determine where they can save that money for their financial future.

I believe there are only two ways to help people financially: you either help them find them find a better product than they have today, one that potentially pays a higher rate of return but may require more risk; or you help them be more efficient with the money they have.

I believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners. You are probably wondering how I do that; well, there are five major areas most people are losing money unknowingly and unnecessarily:

They are:

• How you pay for your house,

• How you save for retirement,

• How you pay your taxes,

• How you pay for college,

• & How you pay for major capital purchases - big ticket items can’t purchase in full with your monthly income like cars

  To help people, the first thing I do is answer the four questions that anyone serious about their finances should know the answers to.

  You see people who are serious about their finances want to make sure they can live in the future like they are living today, adjusted for inflation, and to do so they need to know:

  1. What rate of return do I need to earn on my savings 2. How much do I need to save
  3. How long will I have to work
  4. How much less will I have to spend in retirement

  If you are serious about your finances and you have 15 minutes, I can answer these questions for you, and I can explain a little bit more about what I do and how I can help you.

  Do you have 15 minutes next week?