Adam L. Wade, Cfp®️, Cpfa™ Email & Phone Number

Adam L. Wade, CFP®, CPFA™ and his team believe a custom Financial Plan is vital to the success of his client’s financial future. As a fiduciary, he puts his client’s needs, interests and goals above his own at all times.Adam works with individuals, families and business owners before and into retirement. He will walk you through a process to develop your own retirement, investment and/or education plan while considering complex tax and estate matters. He will work in coordination with your other trusted professional team to help simplify your financial life with a clear plan of action.For business owners, Adam can work with you on 401(k) plan benchmarking, due diligence documentation, Request For Proposals and new plan selection/design and employee plan education.He has the flexibility to offer his clients hourly planning or percentage fee-based investment advice & investment management. He is also Colorado Life & Health licensed to advise on life insurance, annuities and long-term care insurance.For a no cost initial consultation, book a time with Adam L. Wade, CFP®, CPFA™ here: https://integratedfinancialwellnessllc.setmore.com/adam-l-wade-cfp-cpfaDISCLOSURES:Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWCA and Integrated Financial Wellness LLC are unaffiliated entities.Financial professionals must be properly registered in the state where you live in order to conduct advisory related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or salewould be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflectthose of JWCA.Bitly link for Twitter: https://bit.ly/2Gw3Sa4

Listed skills include Social Security, Personal Pensions, Retirement Income Strategies, Cash Flow Analysis, and 10 others.

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  Olivet Nazarene University

  Finance & Economics