Adamson Financial Planning, Marion,IA
We are a full service investment advisory
firm providing investment management and financial
planning services located in Marion, IA. We create customized, goals-based financial plans for our clients. We assist them with eliminating debt, maximizing tax-favored investment strategies such as 401k, IRA, Roth IRA, Roth 401k, tax-free bonds, tax-advantaged stocks and mutual funds, as well as tax-friendly uses of annuities, life insurance, and long term care insurance.
We do not offer any proprietary investments or insurance. We do offer unbiased financial advice and investment recommendations that match your personalized financial plan.
Craig Adamson has 12 years of experience advising clients and their families. He is specifically focused on pre-retirement accumulation and post-retirement income distribution.