A.D. Financial Planning

At A.D. Financial Planning, we are dedicated to helping you achieve financial independence and freedom. Our mission is to provide you with the best in financial planning services and solutions that will help you achieve your life's ambitions. We serve as your financial advisor, consultant, and educator, and through this interaction, we often develop relationships that last a lifetime.

We are fee-only financial planners, offering comprehensive planning services to individuals and families. We sell no products and receive no third-party commissions, removing many conflicts of interest that may influence an adviser's or broker's recommendation. We sell advice and expertise and focus only on your best interests when we make recommendations; empowering you to make the best financial decisions.

Our services include Financial Goal Setting, Cash and Budgeting Management, Investment Review and Planning, Retirement Planning, and Education Planning. To learn more about these services, please visit our Services page. We use 10 simple steps as we walk with you on your path to financial freedom.

Our Philosophies

At A.D. Financial Planning, we believe in a balanced approach to asset allocation. We also believe that everyone needs a budget, regardless of their income level or financial situation. Our team of experts can help you create a budget that works for you, not against you. We understand the importance of an emergency fund and can help you determine how much you need to save.

We also believe in the importance of financial education. We offer resources such as articles, calculators, and legal disclosures to help you make informed decisions about your finances. We believe that financial freedom is within your reach, and we are here to guide you every step of the way.

Meet the Owner

Our team is led by an experienced and dedicated financial advisor who is committed to helping you achieve your financial goals. With years of experience in the financial industry, our team leader has the knowledge and expertise to provide you with the best possible advice and guidance. Our team leader is dedicated to helping you make informed decisions about your finances and is always available to answer your questions and address your concerns.

Why Fee-Only Matters

At A.D. Financial Planning, we are fee-only financial planners. This means that we do not sell any products and do not receive any third-party commissions. We believe that this approach removes many conflicts of interest that may influence an adviser's or broker's recommendation. By focusing solely on your best interests, we can provide you with unbiased advice and guidance that is tailored to your unique financial situation and goals.

Code of Ethics

At A.D. Financial Planning, we are committed to adhering to the highest standards of ethics and integrity. We believe in honesty, transparency, and fairness in all of our interactions with our clients. We are dedicated to providing you with the best possible service and advice, and we are always available to answer your questions and address your concerns.

Pricing

At A.D. Financial Planning, we believe in providing you with clear and transparent pricing for our services. We offer competitive pricing and flexible payment options to ensure that our services are affordable and accessible to everyone. We are committed to providing you with the best possible value for your money, and we are always available to discuss your pricing options and answer any questions you may have.

Privacy Policy

At A.D. Financial Planning, we are committed to protecting your privacy and safeguarding your personal and financial information. We believe in transparency and honesty in all of our interactions with our clients, and we are dedicated to maintaining the highest standards of confidentiality and discretion. For more information about our privacy policy, please visit our Privacy Policy page.