Helping you define and pursue your financial goals is our primary focus at adaptation Financial™. 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 pursue 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™ we operate under three strategic imperatives:
Founder and CEO
President and Chief Strategy Officer
Managing Director/ Investment Advisor Representative
VP of Compliance / Financial Advisor
National Director of Insurance Brokerage
Investment Advisor Representative
Executive Assistant to Alan P. Niemann
* - adaptation and its affiliate Rockgate Financial Partners