kite-egg-plant

"Planning is the insurance money cannot buy."
J L Adamsson

R E S T Equity Retirement Services

We are nationally-certified and multi-state licensed to plan and deliver:

  • R isk Transfers
  • E state Planning Documents
  • S afe Money Alternatives (to Social Security)
  • T ax-Free Retirement Planning

that is Adamsson Associates.  But first , 

A PERSONAL NOTE TO THE CLIENT STILL NEEDING TO "GET THINGS OFF THE GROUND,"
SO TO SPEAK...

did you know Financial equity is not what you own? It does not equal your possessions.

Nope. 

"Financial equity is not what you have in your pocket.
Rather, it's the price I would have to pay you to have it in my pocket, instead." 
J L Adamsson, Flynancial Times, May, 2021 Edition

That's why equity, financially-speaking, is always expressed in dollar signs.

$$$$

Now, that money I just gave you . . . how many of those dollars do you get to keep and spend as you wish, and how many of those dollars do you immediately have to turn around and surrender to pay off debts?

Let's be honest.  Until you reduce costs and are debt free, you can only dream of retirement plans and estate plans that guarantee a quality of life you are used to, and that will pass along a little something to your next generation.

$$$$

That sounds harsh, doesn't it?  It's a harsh reality, is it not?  Actually, we know because we've been there.  Of course, we'll help you 

  • transfer your risks
  • coordinate your estate plan
  • secure your savings from loss in a bank that you own, and 
  • set you up for a tax-free retirement

If those are important to you, they're important to us.  However,

those will all have better and more desirable outcomes if Adamsson Associates can first help you with:

Our 36-month  Rest equity Plan to . . .

R educe Healthcare Costs,
E liminate Revolving Debts, so you can
S tart saving money, for a change, and
T ransfer the financial risks of losing what you already have by:

  • living too long, 
  • dying too soon, or
  • losing income to illness/injury/economic downturn.

On average, our RestEquity plan finds $600 to $800 that are already leaving your pocket Every month, and turns them into equity. Every month!

You heard "every month," right?  How does that sound to you?  What would an extra $600 to $800 every month look like, to you?  How would that feel, to you?

let's start looking up for a change, ok?

Download our Financial Picture form.  As a matter of best practice, this is the first step to everything we do.  Fill it out completely, save it to your system, then return it securely using our encrypted document transfer

The Rest Of Our Retire Early More Often Story

Looking for a sabbatical lifestyle?  You might consider becoming an Adamsson Associate for the support and encouragement you and yours are going to need.  It can be hard living counter-culturally.  On top of that, we don't have all the answers, even after 3 complete business cycles. 

Every sabbatical year has been unique.  Every six-year business cycle has been imperfect.  Despite that, we don't beat ourselves up when we fail.  We choose to approach this all as a gift, and with a sense of humor, instead.  Recreationally, really.  Why?  Well . . . isn't that our purpose?  To re-create?

"I'm gonna figure this sabbatical-thing out, even if it kills me."  Look, rather than die trying, might we suggest living, instead?  The last thing we want to be is heavy-handed.  A formulaic approach seems antithetical, untenable.  It simply won't lead to the sustainable, generational transformation that we, and our clients, desire.

We're simply pointing out that if you start early enough, you could get seven tries to retire early more often.  Maybe eight.  Seven or eight tries-- a retirement, every seventh year.   But, only for a year . . . and, only if you want to.  One way, (if you want to,) would be to join us in delivering

our RestEquity portfolio of financial services:

R isk Management
E xecutive Compensation/Employee Benefits
S afe Money Places for Lifetime Income, Longterm Care, and Legacy Planning
T rust Funding for Special Needs, Charitable Giving, and Completely Private Bequests w/o Probate

Or, perhaps you're in another industry simply looking to limit threats, leverage opportunities, and leave a legacy of living sabbatically for your next generation.  So that they, also, can limit their threats, leverage their opportunities, and leave their legacy of living sabbatically for their next  generation.

So that . . .


Whether you dream of becoming an Adamsson Associate, or simply working with one, Download our Financial Picture form, as a first step.  Fill it out completely, save it to your system, then return it securely using our encrypted document transfer.  Or, don't.

Providing this document is  not necessary to get on our schedule, of course, but it certainly will help us make the best use of our time when we get our first chance to chat.

Customer satisfaction: just might be the best insurance for business money can't buy.

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