Our Process

Finding the right solution for your personal or business needs requires Adam to pay special attention to the circumstances of your unique situation. This is why he takes a needs-based approach to your insurance sales strategy. Utilizing a four-step process of analyzing, recommending, implementing, and reviewing your strategy, ensures that you get on course to achieving your goals, and remain on course as life unfolds.

  • Analyze. Before Adam recommends any product or service, questions are asked to get a clear understanding of your financial goals and objectives. He then analyzes your insurance portfolio to identify any gaps that may exist in your policies.
  • Recommend. Adam will provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
  • Implement. If you're satisfied with his recommendations, he will work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
  • Review. Because your financial situation is bound to change, Adam will work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

Adam Goetz and his team can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.