Products & Services

At DAVID N. ADAMS, INC., we provide assistance in the following areas:

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • 529 Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance (Group and Individual)
  • Business Insurance

Investments*

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Unit Investment Trust (UIT)

 

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Cluster IRA
  • Treasury Bills
  • Treasury Notes
  • Government Securities
  • Variable Annuity
  • Fixed Annuities

Tax Planning

  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
* Securities and investment advisory services offered through American General Securities, Inc., a registered broker-dealer and SEC registered investment advisor.  Member FINRA/SIPC.