Our hands-on approach to client relationships enables us to deploy solid financial strategies that are tailored to help meet their goals.

The combination of our knowledge and experience in insurance, investment management, qualified retirement plan design and benefits set a multi-disciplined foundation to our client’s overall planning.

We educate clients about their choices, empowering them to make informed decisions.

And because we have flexibility and independence in the companies and products we represent, we remain resilient in the face of legislative changes.

Adcock Financial Group has a solid track record in financial stability and understanding risk.

We deliver uncommon solutions that help improve and maintain our client’s chosen lifestyle.

We add confidence to every transaction by providing our clients with investment transparency tools. Our personalized solutions help our clients achieve their dreams and goals. 

Because attracting and retaining key executives is more difficult than ever, we help our clients offer their best employees a higher level of compensation along with significant tax advantages.

Our executive compensation plan designs satisfy employer cost concern and effectiveness while rewarding and retaining talented employees.

We specialize in:

1. Non-qualified 409A Deferred Compensation Plan (DCP)
   • A non-qualified benefit plan which enables employees at higher income levels to defer compensation on a pre-tax basis in excess of qualified plan limits.
2. Non-qualified Supplemental Executive Retirement Plan (SERP)
   • An agreement between an employer and one or more of its key employees to provide corporate-sponsored supplemental retirement benefits.
3. Executive Bonus Plan (EBP)
   • With an EBP, the company uses compensation bonuses to assist the executives in saving for their own personal financial and retirement goals.

Clients who want to be able to focus on creating a successful business rather than worry about their company sponsored retirement plans, depend on us.

The professionals of the Adcock Financial Group provide a customized education program for each plan sponsor.  Our education model also helps participants to be informed and empowered to make better decisions.

We specialize in:

1. Employee education and communication programs
2. Comprehensive investment due diligence process
3. Fee & cost transparency
4. Plan design
5. Fiduciary oversight

These services enable us to serve as an extension of our client’s HR department helping them meet their fiduciary responsibilities.

We are committed to helping our clients provide a good benefits package that attract, retain and reward their employees.

With health insurance being the primary driver of soaring benefit costs, our combined experience of more than 5 decades, our ability to design diverse solutions and negotiate favorably with carriers result to the highest level of benefits possible at a competitive price.

Adcock Financial Group’s hands-on approach highlights integrity and encourages long term relationships. We:

1. Customize solutions based on a company’s needs and resources
2. Educate all participants
3. Integrate staff administration capacities with provider systems and regulatory procedures
4. Help navigate the use of online and onsite enrollment strategies
5. Help initiate ongoing communication
6. Have a strategic annual review with continuous “personalized” contact
7. Monitor results, capture opportunities and help prevent problems

Life insurance is a powerful asset class that enjoys a unique tax structure.  Making it an integral part of an effective estate and wealth transfer plan.

Our decades of specialized experience placing billions of insurance assure that our clients get competitive pricing and the appropriate products available in the marketplace.  We know the perfect time to tailor innovative strategies with the carriers suited for our client’s needs.

The Representatives of Adcock Financial Group are not tied to any particular insurance carrier however; because of the long standing relationships we continuously cultivate, our clients are given top priority at the carrier level.

Our creativity, technical expertise and effective negotiations result in an insurance design and pricing from the carrier to allow our clients the security of having an estate and wealth transfer plan that meets their needs. 

As a multigenerational family owned company, we value the importance of a solid business succession plan. The Advisorys of the Adcock Financial Group have walked many business owners through this sensitive planning process.

We help clients get through tough questions and come up with cutting edge solutions to address all of their needs and concerns. 

Many times we find that the business is the largest single asset in the client’s estate, leading to the integration of business and estate planning.