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Adam Kearns, CRC®

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Services

As a Certified Retirement Counselor (CRC) I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information offered. I provide personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I certainly understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Investments

  • Bonds

  • Common Stock

  • Educational IRA

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Brokerage Accounts

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuities

Financial Planning

  • Retirement Plans

  • Tax Plans

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long-Term-Care Insurance

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