Adamitz Financial Solutions Inc

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110a McLeod Avenue, Spruce Grove, AB, T7X 2H8, CA

Phone: (587) 402-8590

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About

Insurance Advisor; Wealth Builder, Health and Life Protector, Financial / Insurance / Group Benefits Provider.

It's your money... and your peace of mind. We understand that.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Services we offer:
Financial Strategy
Retirement Planning
Estate Planning
Tax Planning
Portfolio Analysis
Insurance Analysis

We can help you plan:
Protecting your family
Investments
Retirement
Income taxes
Your child's education
Your legacy
Running a business

Paulla Adamitz, BA, B.Ed
Financial Advisor

There is power in knowing the right financial mentor with whom to join forces. Someone who has the necessary tools to provide a multi-faceted, holistic approach, to balance competing needs and goals, and to adjust to your business or family cycle over the years. I work with top-ranking insurance companies, and offer a wide range of insurance plans and services to ensure that my clients receive the best coverage at the lowest rates. My goal is to see you accomplish your goals, and to ensure you have the power to make the best choices for you, your business, or your family. If you have never taken a step towards solidifying your financial future, together we can start now, to put choices and power into your hands.

I focus my financial expertise on business owners and families. I am passionate about protecting the health and growing the business or family assets that YOU have spent years of diligent effort, sacrifice and endurance to build. Our clients feel solid, secure and supported.

One size does not fit all, which is why I work closely with my clients to tailor a customized plan to fit their needs. Whether we are safeguarding and growing your hard-earned assets, fostering the health of you or your employees, funding your Buy-Sell Agreements and insuring your Corporate needs, or protecting your family and your legacy, securing you, your health, and your business is what we do.

It’s never too late to construct your financially empowering future. Money is power, let us help you build both. Asset building, wealth protection, guaranteed retirement income, High Net Worth and Private Wealth Management are all paths to prosperity that we can help you navigate. We are an essential part of your team.

"We empower your future, we protect you, your family and your business, and we solidify your prosperity."

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