Broker Check

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

John G. Adams, CFP®, CDFA®

(714) 456-1790

 
The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

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

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

When Markets React

When markets shift, experienced investors stick to their strategy.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow