Helping you define and reach your financial goals is our primary focus at adaptation Financial Advisors. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.
Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help achieve your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.
At adaptation Financial Advisors we operate under three strategic imperatives:
CEO and Managing Partner
COO and General Counsel
National Director of Insurance Brokerage
Director of Compliance and Accounting
Director of Talent Acquisition and Marketing
Region Director of Business Development – Texas
Region Director of Business Development
Investment Advisor Representative
Registered Representative, CLU
Registered Representative, ChFC, JD
Executive Assistant to Alan P. Niemann
* - adaptation and its affiliate Rockgate Financial Partners