Helping Seniors with their Financial Needs

General Info

Bob Adams has worked in the estate planning and financial services industry since 1987. He serves hundreds of clients in central Florida. His practice is dedicated to serving and educating senior citizens. Bob is an active board member of The Gatherings/USA, a Deacon at his church, a member of the Society of Certified Senior Advisors, a member of the National Association of Christian Financial Consultants, and a member of National Association of Fixed Annuities.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm

Contact Info

Phones:

Main - 407-644-6646

Fax - 407-567-7627

toll free - 800-395-7481

Address:

Winter Park, FL 32789

Email:

Contact Us

Other Email:

info@aSafeHarbor.com

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Categories

Financing Consultants, Financial Planning Consultants, Financial Services

Services / Products

We are a client centric Financial Advisory Firm. We serve our clientele from a fiduciary capacity, meaning we are legally required to put our client's interests first. Our planning process focuses on a holistic approach to addressing and solving our client's financial needs and objectives.We assist our clients in reaching their financial goals by first determining their core values and building solutions based on these values. We continue to provide ongoing guidance, counseling and direction after the initial plan is in place. We are a full disclosure firm and we place emphasis on client education and empowerment. With a firm financial foundation in place, our clients are able to live their lives with purpose

Accreditation

MBA, member of Ed Slott Master Elite Advisor Group.