Adam - Retirement & Financial Planning

Top Pro

contact for price

Zip code

Annual income

Service type

Career stage

Responds in about 12 min

Introduction: We focus on protecting, preserving wealth, increasing performance, reduce fees & taxes, and creating a plan to live a sound financial future. Our Professional Services: *Retirement Income Planning* Providing solutions for your income needs *Active Wealth Management* Strategic portfolio management for all growth & protection needs *Life & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected *Strategic Tax Planning* Strategic tax planning to minimize tax exposure *Social Security Optimization* Collect your social security at the right time to maximize payments *Financial Risk Assessment* Determine if your risk is in line with your goals *Fiduciary Adviser Services* Work with a registered fiduciary advisor

Overview

Current Top Pro

Hired 380 times

Serves Austin, TX

Background checked

15 employees

11 years in business

Payment methods

This pro accepts payments via Apple Pay, Check, Credit card, PayPal, Venmo, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

2022

2021

2020

Featured Projects

11 photos

Reviews

Exceptional 5.0

228 reviews

5

98%

4

1%

3

0%

2

0%

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1%

Customers say...

This pro is praised for their professionalism, knowledge, and personability during financial planning consultations. Customers value the pro's transparency, honesty, and genuine interest in their best interests. They also note the pro's patience, availability, and expertise in retirement planning and investment strategies. Overall, customers highly recommend this pro for anyone seeking financial advice and planning services.

AI-generated summary of customer reviews

James M.

2 weeks ago

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Hired on Thumbtack

Adam took a comprehensive look at our financial situation to provide us with guidance on a time sensitive decision. His opinion was clear, well reasoned and highly clarifying.

Personal Financial Planning

Rafael A.

4 days ago

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Hired on Thumbtack

Adam was very patient and organized when providing information for my mother’s retirement. He asked many questions to see what her goals were and then did his best to create a plan in her interest. I look forward to working with him more down the road and would recommend his services.

Personal Financial Planning

Olivia H.

2 weeks ago

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Hired on Thumbtack

I contacted Adam with how to best utilize a lump sum of money I would receive and how to reduce debt. He listened attentively as I told him my concerns, current financial situation, and goals. He took it all in and was able to lay out a plan for me that gave me a huge sense of relief and hope. I felt totally confident in Adam and the advice he gave me. I am looking forward to working with him and takng the next steps.

Personal Financial Planning

Rose C.

Mar 16, 2024

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Hired on Thumbtack

Adam contacted me quickly and gave me several times we could have a conversation about what he can offer. I set that appointment that same day. We spoke about when I want to retire and a little about myself and he told me alittle about his career in business and the financial world. He told me what he can do to help me plan my retirement and set a budget for myself. Looking forward to getting this started. Adam was very sincere and kind and very knowledgeable!

Personal Financial Planning

Calvin O.

Mar 13, 2024

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Hired on Thumbtack

I was impressed by Adam's professionalism and the way he explained things to me in a manner that I could understand. He also listened to my concerns and came up with an initial plan for my financial future that seems to meet my goals.

Personal Financial Planning

Credentials

Background Check

Adam Elesie

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am able to market a broad array of financial education, tax advantages, products and services to fit any budget my customer has :)
What is your typical process for working with a new customer?
When meeting with a new client, I like to get to know your situation, goals, and build trust. I also want to understand your financial & life goals for me to fully help you the right way.
What education and/or training do you have that relates to your work?
Our team has all required Licenses, Certifications & Continued Educations

Adam - Retirement & Financial Planning

FAQs

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