To offer thoughtful guidance to help clients grow, manage, and protect their assets.

 This is the short answer to the origin and purpose of Adaptation Financial. After more than 30 years of helping people with every type of financial situation, I learned a lot about the range of products and services out there. But I learned a lot more about people and how everyone, without exception, is unique in their desire for financial security. The term “financial security” has a completely different meaning from person to person.

I developed a simple philosophy: “the situation is the boss.” This is the starting point for me and for my entire team when we meet with a client.

Once we assess your situation, we go to work helping you manage your assets and plan for the future. We don’t have preconceived notions about anyone’s situation or pre-packaged plans to sell. We are problem-solvers first, financial professionals second, thoroughly assessing your risk tolerance before creating a strategy that takes everything into consideration—your goals, your concerns, your needs—and works in your best interest.

Why Adaptation Financial?

Because adaptation is a process of adjustment, of transformation, adaptation is what you do to thrive in changing conditions.

Adaptation is what we do to help you achieve success—however you define it.

Alan P. Niemann, CLU, ChFC, AEP

Founder and CEO