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Our mission at A.D. Financial Planning is to provide you with the very best in financial planning services and solutions that lead you to financial independence. We strive to make a positive difference in your life and help you achieve your life's ambitions through financial freedom.  We serve as your financial advisor, consultant and educator. Through this interaction we often develop relationships that last a lifetime.

At A.D. Financial Planning, we are fee-only financial planners, offering comprehensive planning services to individuals and families.  We sell no products and receive no third-party commissions, removing many conflicts of interest that may influence an adviser's or broker's recommendation.  We sell advice and expertise and focus only on your best interests when we make recommendations; empowering you to make the best financial decisions.

Our services include: Financial Goal Setting, Cash and Budgeting Management, Investment Review and Planning, Retirement Planning and Education Planning. To learn more about these services please visit our Services page. We use 10 simple steps as we walk with you on your path to financial freedom. Financial planning is not difficult or confusing when done correctly. The steps recommended by A.D. Financial Planning are simple and straightforward. If you don’t understand an investment, you should not invest in it. The same is true for a plan to build wealth; if you don’t understand it, chances are it’s not going to work for you.

We look forward to working with you. To start on your path to financial freedom contact A.D. Financial Planning.

Recent Posts

  • 7 things to do before buying disability insurance Throughout your working lifetime, you are three times more likely to become disabled than you are to die before age 65. Makes a convincing case for having disability insurance, right ...
    Posted Sep 23, 2017, 8:59 AM by Sam Neale
  • Should I use a 529 plan to save for college? Many parents ask, “Should I use a 529 plan to save for college?” Qualified tuition plans, also known as 529 plans, are a popular education savings method that feature special ...
    Posted Jul 1, 2016, 5:23 AM by Sam Neale
  • Five Things to Review Annually Plan for your family's future as you review your savings and investment strategies.When are you most likely to do a reality check on your investments? Is it when ...
    Posted May 9, 2016, 5:07 PM by Sam Neale
  • Required Minimum Distributions (RMDs) HERE'S A MILESTONE YOU DON'T REACH UNTIL YOUR SEVENTIES.  The major milestones of older Americans are not attended with the same sense of wonder that accompanies the major ...
    Posted Mar 22, 2016, 10:57 AM by Sam Neale
Showing posts 1 - 4 of 14. View more »