David W. Adams, CPA, CFP®

Below are several specific areas of financial planning that are frequently included in my four step planning process (see David's Unique Financial Planning Process page) :

Asset Allocation
Asset allocation versus diversification - what's the difference?
Asset Management
Discover the benefits of professional asset management.
Estate Planning
Trust services for the preservation of assets and the fulfillment of wishes.
Financial Planning
Your financial future is important. Don't trust it to just anyone.
Mutual Funds
Your purchasing power at work.
Retirement Planning
In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
Stocks
How do stocks fit into my financial plan?
College Planning
What will it take to deliver the dream?
Bonds
Are bonds right for you?
Identity Theft
The more you know about identity theft, the better you can protect yourself.
401(k)
What to expect from your 401(k) advisor.
Insurance and Annuities
Preparing for the unexpected may start with quality insurance alternatives.
Stock Options
Strengthen your portfolio without stretching your finances.
Tax Planning
Prepare for taxes all year round with this handy reference guide.
Executive Solutions
While you are busy managing your company’s future, who is taking care of yours?

	David W. Adams, CPA, CFP®Wealth Management	Investor Access


Home About Us Services Newsletters Market View Financial Resources In Our Community News and Events Contact Us Preparing for Your Initial Consultation Frequently Asked Questions David's Unique Financial Planning Process Economic Update 2012 Map and Directions Additional Links	Services Below are several specific areas of financial planning that are frequently included in my four step planning process (see David's Unique Financial Planning Process page) : Asset Allocation Asset allocation versus diversification - what's the difference? Asset Management Discover the benefits of professional asset management. Estate Planning Trust services for the preservation of assets and the fulfillment of wishes. Financial Planning Your financial future is important. Don't trust it to just anyone. Mutual Funds Your purchasing power at work. Retirement Planning In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being. Stocks How do stocks fit into my financial plan? College Planning What will it take to deliver the dream? Bonds Are bonds right for you? Identity Theft The more you know about identity theft, the better you can protect yourself. 401(k) What to expect from your 401(k) advisor. Insurance and Annuities Preparing for the unexpected may start with quality insurance alternatives. Stock Options Strengthen your portfolio without stretching your finances. Tax Planning Prepare for taxes all year round with this handy reference guide. Executive Solutions While you are busy managing your company’s future, who is taking care of yours?	David W. Adams CPA CERTIFIED FINANCIAL PLANNER™ 720 Cool Springs Blvd Suite 100 Franklin, TN 37067 Phone: 615-861-6100 Fax: 615-391-2847 Direct: 615-778-0262 Contact Us Map & Directions Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA / SIPC
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