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

John G. Adams, CFP®

(714) 614-0641

 

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
 
The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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