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

John G. Adams, CFP®, CDFA®

(714) 456-1790

 
Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement What You Need to Know About Social Security

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.


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

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Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

 

To Catch a Thief

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Filing Final Tax Returns for the Deceased

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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.

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Assess whether you are running “in the black” or “in the red” each month.

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Historical Inflation

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Investment Strategies for Retirement

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An Inside Look at Retirement Living

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

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

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