|
|
| |
South Bay - Investment Mgmt |
Specialties: Financial Planning |
|
Kathleen AdamsOwner - Adams, Swift & Associates
A dignified and comfortable lifestyle requires planning. I help corporate executives and owners of closely held businesses optimize their financial decisions now, because of the critically important impact they may have on future financial success.
|
| |
 |
(310)545-7234
(310)545-7231 Fax
|
|
 |
1141 Highland Ave
Manhattan Beach, CA 90266-5346 -
MAP
|
|
|
|
|
| Profession |
Investment Mgmt |
 |
| Specialty |
Financial Planning |
|
| Group |
LA3 |
|
| Business Name |
Adams, Swift & Associates |
|
| Title |
Owner |
|
| Address |
1141 Highland Ave
Suite 211
Manhattan Beach, CA 90266-5346
|
|
| Work Phone |
(310)545-7234 |
|
| Fax |
(310)545-7231 |
|
| Web Site |
www.kathleenadams.wrfa.com |
|
|
| Member 1-Sheet |
Click to view
|
| Member Since |
6/2011
|
| |
We work well with privately-held business owners and senior-level executives who are consumed with complex financial decisions. Our goal is to become a sincere advocate for their financial success through objective, professional wealth management combined with customized, planning based solutions.
Our experience working with executives at Sony, Northrop Grumman, CBS and Coca Cola have alerted us to the complexities that surround corporate benefits. The business owner’s complexity is only intensified by the added layer of responsibility placed upon him as the employer.
Our comprehensive planning and integrated Investment strategies are developed to incorporate the complex scenarios faced by these high level professionals. We have helped our clients make decisions regarding issues such as, utilization of deferred compensation plans with targeted distribution dates, pension vs lump sum analysis for retirement income, 401K vs Roth 401K contribution strategies and helping them decide if they can retire without compromising lifestyle.
Most importantly, the continued monitoring of our client’s financial progress allows us to provide efficiency when responding to the inevitable uncertainties they may face, such as early retirement packages or the unexpected death of one of the owners of a business.
Optimizing financial decisions now can have an incredible impact on future financial security and independence.
Kathleen Adams is a Financial Advisor offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. Waddell & Reed is not affiliated with Adams, Swift & Associates.
|
| |
Comprehensive Financial Planning and
Investment Management Services
|
| |
Senior Corporate Executives and owners of closely held businesses.
|
| |
Information Not Available
|
| |
3625 Del Amo Blvd., Suite 360, Torrance, CA 90503
|
| Member 1-Sheet |
Click to view
|
| |
|
|
| Social Clubs |
Virginia Country Club
|
| |
|
|
| Charities |
Manhattan Beach Rotary, NextStep Fitness
|
| |
|
|
| College Degrees |
BS, Magna Cum Laude, Loyola Univ,Chicago.
|
| |
|
|
| Organizations |
FPA, IMCA, SB Estate Planning Council, Manhattan Beach Chamber
|
| |
|
|
| License Number |
CA Insurance License #0C76833
|
| |
|
|
|
|
|
|
|
