Firm : Adaptation Financial
Position : Independent Insurance Financial Advisor
Adaptation Financial is a client-centered, full-service, financial services company. We have over 36,000 firm clients, over $5B of life insurance in place and nearly $1B in AUM.
Are you a entrepreneur who is seeking to grow your business?
Do you want the independence of owning your own book and creating your own legacy while having the support, resources, and backing of an established RIA firm?
If yes, you should consider a career as a Insurance or Financial Advisor at Adaptation Financial to drive positive impact in the lives of families every day.
Adaptation will partner with you to grow your practice by providing you home office support and sales support to guide your success.
Who we are
As a legacy firm, Adaptation Financial exists to advise generations of families and business owners towards designing and protecting their legacy.
Our mission is to build relationships of understanding with our clients, so we may help them adapt to the challenges they will face while guiding them towards their life goals.
What we offer
Support and Resources
Products and Solutions
- Open architecture : offers advisors and clients access to a variety of carriers / products
- Accumulation Products
- Stocks, Bonds
- Mutual Funds, 529 Plans
- Life Insurance, Annuities
- Protection
- Life Insurance- 30+ Carriers
- Long Term Care Insurance
- Disability Insurance
- Retirement Plan
- 401k, Pensions, Cash Balance Plan
- IRA, Roth IRA, SEPs
We help you achieve success YOU DEFINE IT .
Message from the founder
To provide a better way for clients to grow, manage and protect their assets.
This is the short answer to the origin and purpose of Adaptation Financial. After more than 30 years of helping people with every type of financial situation, I learned a lot about the range of products and services out there.
But I learned a lot more about people, and how everyone, without exception, is unique in their desire for financial security.
The term financial security has a completely different meaning from person to person.
I developed a simple philosophy : the situation is the boss. This is the starting point for me and for my entire team when we meet with a client.
Once we assess your situation, we go to work helping you manage your assets and plan for the future. We don’t have preconceived notions about anyone’s situation, or pre-packaged plans to sell.
We are problem-solvers first, financial professionals second, thoroughly assessing your risk tolerance before creating a strategy that takes everything into consideration your goals, your concerns, your needs and works in your best interest.
Why Adaptation Financial?
Because adaptation is a process of adjustment, of transformation. Adaptation is what you do to thrive in changing conditions.
Adaptation is what we do to help you achieve success YOU DEFINE IT .
Adaptation Financial is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity management.
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