Articles By Adam Ellzey

Adam is a Retirement Concierge with a successful career in financial services since 2012. Having graduated from Oklahoma State University in 2006 with a major in business and a minor in marketing, he discovered his passion for finance and helping others excel. As a Retirement Concierge, Adam specializes in creating personalized retirement plans that ensure his clients’ golden years are financially secure and fulfilling.If you are interested in exploring retirement planning options and elevating your financial practice to new heights, Adam looks forward to connecting with you. Together, you can chart a path to a secure and fulfilling retirement that aligns with your vision and aspirations.
February 27, 2024

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Securing a reliable and consistent income stream as retirement nears becomes a top priority. While various investment options exist, annuity laddering emerges as a strategic approach to creating a predictable. . .

January 6, 2024

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Estate planning is a process that requires careful thought and consideration, especially when deciding whether to inform beneficiaries about their potential inheritance. Here are 10 essential tips to guide you. . .

December 8, 2023

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The life insurance sector faces significant challenges, particularly in addressing the coverage gap affecting a large population segment. This gap is especially pronounced in underserved communities, where many individuals lack. . .

November 14, 2023

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An ideal retirement is a time of life where financial security enables you to comfortably cover both essential needs and leisure activities, allowing you to relinquish the demands of work. . .

October 5, 2023

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Is Time Really on Your Side When Planning for Retirement? The iconic song lyric “Time is on your side” might not resonate the same when you’re thinking about retirement. As. . .

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