Our mission at A.D. Financial Planning is to provide you with the very best in financial planning services and solutions that lead you to financial independence. We strive to make a positive difference in your life and help you achieve your life's ambitions through financial freedom. We serve as your financial advisor, consultant and educator.
Through this interaction we often develop relationships that last a lifetime. At A.D. Financial Planning, we are fee-only financial planners, offering comprehensive planning services to individuals and families. We sell no products and receive no third-party commissions, removing many conflicts of interest that may influence an adviser's or broker's recommendation.
Through this interaction we often develop relationships that last a lifetime. At A.D. Financial Planning, we are fee-only financial planners, offering comprehensive planning services to individuals and families. We sell no products and receive no third-party commissions, removing many conflicts of interest that may influence an adviser's or broker's recommendation.
Services
Sam earned a 4.0 GPA while receiving his M.B.A. from Tennessee Technological University and also earned a 4.0 GPA while acquiring his Master of Science in Management from Murray State University. His undergraduate study was Mechanical Engineering where he earned a 3.9 GPA from the University of Tennessee at Martin.
A.D. Financial Planning works with you on a personal level. We spend time learning about you and your situation; we then look for effective ways to help you make the connection between your financial life and your goals and priorities in all other areas of life. A.D Financial Planning does not sell products; we offer only our time and expertise.
To get where you want to go in life, it is important to decide in advance how you will get there. A.D. Financial Planning can help you set the right kind of goals both in the time it will take to complete them and a scope that you can successfully achieve. It is not how much money you make, but how much you spend that could determine your future financial success.
Sam focuses on providing Fee-Only financial planning, investment advice and coaching to individuals and families from all income levels and walks of life. In addition to offering financial guidance, Sam leads a 300+ employee manufacturing company in Longview, TX. He has held a variety of engineering and executive titles, including both Vice-President and President.
A.D. Financial Planning is a fee-only financial planning firm which means that we accept no commissions, referral fees, or other third-party incentives for anything we recommend to you. Our practice offers transparent and up-front prices for financial planning.
You pay only for the time we work with or for you; instead of worrying about a third-party commission we might receive from recommending a particular investment or strategy - you know that our advice is always given with only your best interest in mind.A.D. Financial Planning does not stand to gain financially from our recommendations.
You pay only for the time we work with or for you; instead of worrying about a third-party commission we might receive from recommending a particular investment or strategy - you know that our advice is always given with only your best interest in mind.A.D. Financial Planning does not stand to gain financially from our recommendations.
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