there are only two ways to serve someone in the financial services business.
One is to help people find better products that potentially pay higher returns that often require more risk.
The Second is to help them be more efficient with the resources they already have. we believe there's more opportunity to serve clients by helping them avoid the losses than by picking the winners.
Personal Economic Model
We show our clients what they're doing and help them use their own common sense to reason out for themselves the best course of action to take to build a successful financial, protection and retirement future.
About Me
For over 30 years, I have worked in the insurance and mortgage industries, dedicating myself to helping individuals and small business owners navigate their most pressing questions and challenges. In the past three years, I have focused on guiding those over 65, under 65 with permanent disabilities, and anyone in need of health coverage through the intricacies of Medicare and health insurance. This recent experience has profoundly deepened my understanding of the myriad challenges faced by those nearing retirement, sparking essential discussions about financial security and the very real concern of outliving one's savings.
Beautiful thoughts from our clients
Kelly O.
"Thank you for helping me understand how my medications should be calculated into my insurance decisions. It's great to work with a broker who cares enough to do the research specifically into my case".
Valarie & Mike H.
"Adofo has been very helpful in finding plans that meet our needs. He gets a hold of us in a timely manner each year and it always feels like a call from a great friend. Adofo has gone above and beyond the call of normal duty. When we moved from Colorado to Virginia he obtained license in Virginia so that he could continue to help us".
Edward B.
” I've worked with Adofo for over 20 years. He's good at asking questions that helped us clarify our thinking about future taxes and the effects inflation will have on our retirement income. We feel better prepared for retirement.”