We'll be your anchor.
Helping people live better through financial planning, protection and growth.
WHY CHOOSE OUR TEAM?
Specialization
We don’t strive to be all things to all people. Instead, we focus on what we know best: using leverage to create tax-free wealth transfer and tax-free income. With decades of experience in the insurance field, our team has helped countless individuals strategically use insurance to get where they want to be.
Comprehensive Approach
There are a variety of forces and factors that can have an effect on your portfolio, which is why we always strive to use our specialized knowledge and resources in a comprehensive way. By working with any of your current advisors or CPAs, we ensure that the planning we do for you is in line with your goals.
Constant Support
Life doesn’t wait for a convenient time to throw obstacles and opportunities your way, so we’ll never leave you waiting for support. Our team is always at the ready to enhance and secure your portfolio — no matter what life may bring.
We're ready to walk with you.
When you find yourself approaching a new phase of life, an unexpected obstacle or an unrealized dream, our team is ready to use our insurance expertise to help you head in the right direction. By working alongside your existing advisors, we strive to act as a trusted partner to provide the insurance leverage that you may need to have a comprehensive financial plan. We are a partner to families looking for security, business owners looking for longevity and retirees looking for stable income and a lasting legacy. What can we be for you?
MEET OUR TEAM
For decades, Lawrence Adamo has worked with retirees, business owners and families to provide them with comprehensive insurance planning support. He has also surrounded himself with a strong team of fellow planning experts who share his passion for helping people.
Lawrence Adamo
CLU®, ChFC®, REBC®, CLTC®, CFS®
Tom Worthington
CEP®
Tianna Cohen
Executive Marketing Manager
RESOURCES
VIDEOS
View one or more of the Seminars On Call™ Interactive Videos and in less than 5 minutes you’ll learn important information you should know relative to each topic.
EBOOKS
Read one or more of the Complimentary Ebooks where we address common myths surrounding each topic and then “debunk” them with correct information.
ASSESSMENTS
Take one or more of the complimentary assessments to learn about solutions that may work for your unique financial situation.
STRATEGIC PARTNERS
We want to leverage the greatest minds and resources in the country to grow your business. By partnering with industry-leaders from a variety of fields, we become an all-inclusive planning platform that gives you a unique edge.
NextPoint enhances Lawrence's already robust offerings to include a range of complex planning strategies, including premium financing, legacy planning, and retirement income optimization.
By partnering with Marshall & Stevens, Lawrence has the capability to connect you industry-leading business valuation consultants. Whether you need a customized succession plan, or you are looking to increase the value of your business for a potential sale, Marshall & Stevens are the go-to firm for advisors who want the best for their clients' businesses.
A creative strategy and marketing firm specializing in revenue growth for the financial services industry, The Pinnacle Group provides Lawrence with the tools to help advisors amplify their message, expand their offerings, and elevate their business through a combination of specialized strategic partners and customized marketing materials.
Pension Investors Orlando (PICORL) specializes in custom-designed retirement strategies aimed at protecting and building client wealth while reducing taxes. They offer various 401(k) and Defined Benefit plans tailored to individual and business needs, including profit sharing, safe harbor, and combo plans. Founded in 1982, they have helped over 45,000 participants save more than $2 billion in assets.
IRA Financial specializes in helping clients self-direct their IRA or 401(k) investments into alternative assets such as real estate and cryptocurrencies. They offer flexible self-directed IRA LLC, Solo 401(k), and ROBS solutions, enabling tax-free investments with checkbook control or custodian control. Their services are accessible through an easy-to-use app, providing a simple, flat-fee structure with no hidden costs.
The CHAMP Plan by Champion Health offers unique and comprehensive employee benefits focused on promoting better health and well-being while reducing healthcare and claim expenses. The plan includes services such as primary and urgent care visits, unlimited prescriptions, and virtual direct primary care appointments. It aims to enhance employee take-home pay and provide superior benefits and features accessible via a user-friendly app. The CHAMP Plan is designed to engage, educate, monitor, and manage employees' health effectively.
OUR SERVICES
Our team serves individuals from a variety of positions through powerful, tax-efficient strategies. We specifically design plans that take advantage of the special place in the tax code that life insurance holds. Whether you are wondering how to sustain and grow your portfolio in preparation for retirement, or you are looking to create more security in your career, we’re here to walk with you every step of the way.
COMMUNITY OUTREACH
We believe that our support should extend beyond what we do in business, which is why we strive to partner with organizations that are making the world a better place. One organization that is especially dear to us is the Women Like Us Foundation. Their mission is to promote gender equality and social justice by funding and volunteering for women-led initiatives. As a member of the National Board, Lawrence has been a passionate supporter of the Women Like Us Foundation and the wonderful work they are doing.
Let's get started.
The first step to partnering with our team is to simply have a conversation with us. We would be happy to hear about where you are in life and the vision you have for your future. From there, we can discuss the ways that our team can help make your vision a reality.