Have you developed your exit or succession plan?

Planning for the future of your firm may not be top of mind. We know the focus has been on growing your business, not passing it on to new owners.

Many advisors realize, often too late, that the process to transition out of their practice takes a lot of time, thoughtful execution, and next-generation talent.

We realize the importance of ensuring your life’s work remains intact and your clients continue to have the level of service they deserve.

Why Adaptation?

Adaptation Financial is built on the experience and vision of our founder and CEO, Alan P. Niemann’s, 37 years in the industry. Our team is building a legacy business based on the belief that everything we do must be done to benefit and advocate for our clients and our agents. We believe that each advisor has a story and situation as unique as every one of our clients, and we want to be there to help problem solve issues that arise in your life and business as well as your clients’.

We don't want to work with everybody.

Our unique culture is based on the guiding principles of:

Effective planning is a leading indicator of success.
Clients define the meaning of value.
Operational excellence leads to a great capacity for our clients.
Our reputation is our brand.
Our people are our most important asset.

Our Approach

At Adaptation we have a client-first, individualized needs-based planning approach. Our financial professionals use a wide range of investment and insurance products including, but not limited to:

ETFs
Stocks
Bonds
Mutual Funds
Annuities
Life Insurance and other protection products

If this sounds like you and your practice, we'd love to set up a quick discovery call to get to know you and share more about our vision at Adaptation Financial.

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