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2300 E. Katella Ave.
Suite 200
Anaheim, CA 92806

John G. Adams, CFP®

(714) 614-0641

 
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

Welcome!

Adams Wealth Group (AWG) provides comprehensive solutions for your wealth management and financial planning needs. AWG specializes in eliminating debt and preserving wealth through retirement, investment, insurance, college and financial consulting services. Some of the valuable solutions available to our clients include but are not limited to:

  • Advisory Services
  • Alternative Investments
  • Annuities
  • College Savings Plans
  • Debt Reduction Planning
  • Individual Retirement Accounts (IRA)
  • Life, Disability & Long-Term Care Insurance
  • Mutual Funds
  • Qualified Plans - 401(k), 403(b), 457
  • Small Business Plans
  • Stocks, Bonds & Fixed Income
  • Tax Planning Strategies
AWG can help you develop a customized financial planning strategy suited to meet your needs, objectives and goals. Financial planning is critical as you maneuver through life and face a continuum of events and life changes that affect your financial well-being. We look forward to being your guide on this important journey and it is important that you START TODAY! Time is one of the most important elements of any successful financial plan, and time lost, can never be recaptured.


Helpful Content

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Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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