Adam J. Finch,  CFP<sup>&reg;</sup> - Financial Advisor

Adam J. Finch, CFP®

Financial Planner

RFC Financial Planners

5263 Plymouth Rd
Ann Arbor, MI 48105-9520
FINANCIAL ADVISOR'S WEBSITE
(800) 203-9117
(734) 272-4224
CONNECT WITH Adam
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General

Adam Finch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RFC Financial Planners in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

Today, life seems to move at the speed of light, and achieving one’s financial goals can be confusing and more difficult than ever. At RFC, we help coordinate and simplify the lives of clients who do not have the time, desire or expertise to go it alone in the ever increasingly complex world of finance.

We provide Comprehensive Financial Planning, Investment Management, Risk Management and Business Consulting, regarding all aspects of your finances. Our clients come from all walks of life, and for all types of reasons.

As Certified Financial Planner™ professionals, our role is to coordinate all the members of your professional team, making sure everyone is moving in the same direction-, your direction, providing you with more of a "one-stop comprehensive financial planning" experience. Whether you are looking to preserve or grow wealth, reduce taxes, or just alleviate stress, we want you to feel comfortable, confident and in control of your finances. We look forward to meeting you in person, and to helping you define and achieve your highest goals.

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Financial Advisor Experience

Adam graduated Magna Cum Laude with a Bachelor’s degree in Finance from Eastern Michigan University and continues involvement on the university’s accounting/finance alumni board.  With his experience in the financial services industry beginning in 1999, Adam has worked for such firms as Merrill Lynch and Sigma Financial before establishing RFC Financial Planners as an independent CERTIFIED FINANCIAL PLANNER™. He is also a member of the Financial Planning Association of Michigan and loves playing tennis and basketball, as well as suffering through Detroit Lions’ football seasons. Adam resides in Dexter, MI with his wife Angie, daughters Maddie and Hannah and sons Ben and Alex.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Wealth Strategist (CWS)

Insurance Licenses

  • Life insurance: MI, FL, TX, OH
  • Health/disability insurance: MI, FL, TX, OH
  • Fixed annuities: MI, FL, TX, OH
  • Variable annuities: MI, FL, TX, OH

Broker-Dealer Disclaimer

Securities offered through Sigma Financial Corporation, Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. RFC Financial Planners is independent of Sigma Financial Corporation and Sigma Planning Corporation

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Buying a Home, Career Change, Bankruptcy, Business Taxes, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Corporate Finance, Disaster Recovery, Limited Partnerships, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Job Loss, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources