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About Us

We serve as leaders in our careers, community, church, and families.

You may have heard us on the radio, seen us on television, or met us at a seminar, expo, or other event.

As a company and as individuals, we value integrity, honesty, openness, personal excellence, continual self-improvement, and mutual respect. We are committed to our clients and have a passion for service. We hold ourselves accountable to our clients and employees by honoring our commitments, providing results, and striving for the highest quality of service.

Our Approch

  • First, we listen – This is critical to our ability to help you achieve the financial results you’re looking for. We listen to your goals, dreams, and find out exactly what you want your financial assets to achieve for you.
  • You’re unique and most likely, so is your financial situation. So we’ll determine what financial vehicles are best suited to achieve your desired outcome, and we’ll customize a plan designed specifically to get you from where you are now to where you want to be in the future.
  • We’ll present to you your customized plan. If you like what you see, we’ll ask you if you’d like us to help you implement the plan and achieve your financial results.
  • Every plan is created 100% FREE of charge and you are never under any obligation to move forward with us.

Meet Our Experts

Ron Adams

Founder and Owner

I’m a family man with five children, 18 grandchildren, and 23 great-grandchildren. I enjoy serving in my church, the Church of Jesus Christ of Latter-day Saints. I have had great opportunities in my life and an eclectic work history; in my 20s, I trained wild animals for movies and television and did stunt work with them on shows like Gentle BenDaktariI Dream of JeannieBewitched, and Tarzan. I was also a professional boxer for 10 years before I entered the insurance industry in 1971.

Christie Adams

Founder and Owner

I was born in Ohio, raised in Michigan, and spent 17 years in Alaska, where I worked for the Trans-Alaska Pipeline. I left the Alaskan freezer for the Florida fire in 1994 and, two years later, met and married the love of my life, Ron Adams. In 1999, we moved to magnificent Tennessee where we enjoy spending time with family and worshipping and serving the Lord in the Church of Jesus Christ of Latter-day Saints.

Trusted by many Happy Clients

Read a few of our client testimonials…

We came over there about two years ago and put a stop to the fall. We’re well-pleased. If [they] can just keep growing our money the way [they’ve] done the last two years, we’ll get to maybe retire sooner than we thought. Keep up the good work. [They] are good folks; you can trust the people here.

Jess K.