Adam - Retirement & Financial Services

Top Pro

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Zip code

Annual income

Service type

Career stage

Responds in about 10 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 396 times

Serves Vancouver, WA

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

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

237 reviews

5

98%

4

1%

3

0%

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Read reviews that mention:

Lynne C.

2 weeks ago

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Hired on Thumbtack

I contacted Adam while I was trying to figure out how to handle finances with the approaching distribution requirement on a 401K account. Adam focused my goals so that I could start a solid plan for monthly retirement income. There were many options to choose from. He offered a range of possibilities and could answer every question I had. He showed the importance of setting a plan and acting on it to ensure income when one retires. He is definitely the person to contact for favorable results.

Personal Financial Planning

Richard K.

2 days ago

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Hired on Thumbtack

I had been looking for a financial retirement advisor to see where I was at and how I was doing as well as what could be done plan better. I spoke with numerous advisors and all they wanted to do was sell me their products even though I said that’s not what I need. Then I spoke with Adam and explained what I needed and we set up a time to go over my data. He was exactly what I needed. He was professional, insightful, detailed, and very knowledgeable. The thing that sets him apart from bc others is he goes above and beyond. He responds to emails, sets up calls when you have questions and gives an honest opinion. Adam now has me as a client and I have him as an honest forthright advisor.

Personal Financial Planning

Rafael A.

Apr 16, 2024

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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

James M.

Apr 8, 2024

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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

Olivia H.

Apr 6, 2024

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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

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 Services

FAQs

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