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Maybe you’re being too conservative with your investments. Or maybe you’re questioning if you’re on track for retirement. Or wondering if you’re paying too much in hidden mutual fund fees.

We help people everyday get more efficient,
save money and more importantly get on track.

Find out if you are on track financially.
Why it's important to have a Financial Advisor? 
Access to Investment Accounts
Properly trained and licensed financial professionals can offer investment accounts and strategies that are not available to you as an individual investor. This helps you gain better diversification and a more informed, expert approach. With Jarrod Adams Investing, the investment will be small for access to exponential return.
Keep You on
Accurate Track
An expert advisor holds you accountable for your financial goals. In fact, it’s almost like having a personal trainer for your finances. It’s our job to help you stay focused on a savings and investing plan, and keep you focused on your objectives. It’s easy to get off track with spending splurges and life happenings. Having an unbiased accountability partner is important for your investment.
Coordination of Your Financial Assets
One of the big problems independent investors face is money falling through the cracks because there’s no coordination between the estate, tax and financial planning areas of their life. Coordination is key to make sure investment and retirement assets are planned strategically with the right timeline so that you’re not paying more than needed. We have the education to know the small print on the extra costs.
Transition of Estate Planning
The transition of assets to family members can be cumbersome with many hidden, and costly, fees, penalties and taxes. A specialized financial professional can help you navigate the transition of wealth more seamlessly to avoid unnecessary costs. Also, having the conversation with all family members about life goals, retirement planning and transfer of wealth assets with a professional will help your family avoid headaches and financial frustration.
Sounding Board
Many people make emotional, uneducated investment decisions that can be costly, and sometimes catastrophic. A trusted financial expert can be a realistic sounding board to help educate you on reality in the financial marketplace. Perspective is everything when making big financial decisions and we can help navigate tricky waters.
Financial Freedom and Peace of Mind
Planning for your financial future with an expert financial advisor – preferably as early in your career as possible as compound interest is the key to retirement savings – will give you the financial freedom to choose your retirement date and build a retirement income plan you won’t outlive. Making the informed switch from growth to income investing at the opportune time requires careful consideration and unique portfolio retirement strateging.
What can your Financial Advisor Do For You?
All investing is subject to risk, including [possible loss of principal. Jarrod Adams Investing, LLC (“JAI”) is a Registered Investment Advisor (“RIA”), registered State of North Carolina. JAI provides asset management and related services for clients nationally. JAI will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. JAI renders individualized response to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. The web site is intended to provide general information about JAI, it is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. JAI does not guarantee the accuracy of the information contained in this web site. The information is of general nature and should not be construed as investment advice. JAI will provide all prospective clients with a copy of our current Form ADV, Part2 (“Disclosure Brochure”) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time you can view our current Form ADV, Part2 on our web site in addition, you can Contact Us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information please contact us.
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