Craig Adamson

Further information about Craig Adamson:

Craig Adamson doesn't like working with account numbers. Craig enjoys working with PEOPLE. People just like you. People who are positive and fun to be around. People who say "hi" at the grocery store, at church, or wherever Craig might meet them.

Adamson Financial Planning was created in October of 2000 during the Bear Markets because Craig wanted to be able to spend more time with his clients getting to know them, their family, and their needs. The large national bank he worked at for 4 years taught him that the "cookie cutter" approach offered by majority of the larger, Fortune 500 type investment firms treated customers as numbers, or worse yet... cattle.

Craig knows that understanding you and getting to know you as a person is as important -if not more important- as making good decisions with your money. Twelve years of experience have proved to him that in fact, many poor money decisions are made because a client and the advisor don't understand each either. Life is too short, and your money is too important to leave decisions up to random chance.

Adamson Financial Planning utilizes several process-oriented tools such as Retirement Bridge and the Advice for Life programs which put a great deal of emphasis on knowing you, your family, and your goals. As an independent advisor, the investments, insurance, alternative investments, etc are easy to come by. There are no sales gimmicks or pressures to buy and sell. Unlike most large firms we offer no proprietary products, we have no sales quotas to meet, and no agenda that puts our interests ahead of yours.

Compensation and Fee Structures:

Fee-only Financial Planning
Fee-based investment management
Commission-based insurance solutions

Licenses, Certifications & Affiliations:

Certified Retirement Counselor
Chartered Retirement Plan Specialist
Plansponsor Retirement Professional
Ed Slott Elite IRA Advisor

Education:

Bachelors of Science, Iowa State University, 1996

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Further information about Adamson Financial Planning:

(Size of firm: 0-9 advisors)

Independent, unbiased financial planning. We focus specifically on comprehensive retirement planning. Our clients are unique and need specialized attention they will not get from a large institution.