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
- 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
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here's a breakdown of how the federal government spends your tax money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A letter of instruction provides additional and more personal information regarding your estate.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial professional about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.