Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. Adam Rothbart can help you work toward the retirement you deserve. Adam uses a comprehensive process to better align your goals with the appropriate financial tools.
The process includes:
Needs Assessment – This entails clearly defining your goals, evaluating your risk tolerance and identifying any factors that may impact your plan.
Analysis & Design – By identifying any gaps, Adam can then offer alternative strategies that are suitable for your situation.
Implementation – The plan is then carefully executed to help ensure that a long-term focus is maintained.
Service & Support – Long-term relationships are vital in helping to ensure that you continue to be well informed and are better able to make appropriate and opportune decisions as your needs change.
Adam receives support from Integrated Financial Partners and LPL Financial. Together they can bring a wealth of resources and creative solutions so you can live your life with confidence and pursue life's great goals.
Adam graduated from Plymouth State University and currently lives in South Portland, ME with his wife, Amanda. A former NCAA Lacrosse player, Adam participates in local Men’s League tournaments and helps grow the sport through volunteering and coaching youth programs. Adam is an avid angler and enjoys golf and snowboarding in his spare time.Adam Rothbart maintains the series 6, 7 & 63 through LPL Financial and series 65 through Integrated Wealth Concepts.