Get a Winning

Retirement

Game Plan

Defend against the toughest

economic opponents.

Do You Ever Wonder About Retirement?

Or simply hoping it all works out?


Unretirement

is on the rise



READ MORE


Re-entering the work force is on the rise as retirees are woefully under-prepared for economic downturns.



$300,000

average needed for healthcare alone


READ MORE


The average retired couple will need about $300,000 (after taxes) for health care expenses, not including long-term care. (And 72% will need long-term care!)

4 in 5

lack the proper

retirement planning


READ MORE


4 out of 5 retirees lack the proper planning to create a secure income, often leading to penny-pinching anxiety.



96%

of retirees are not optimizing Social Security


READ MORE


96% of retirees are not optimizing Social Security. Result? The average couple leaves over $110,000 of benefits on the table.

Click the button below to avoid common, costly mistakes.

Tim Adams, CPA

Trusted Retirement Coach / Published Author / Speaker

Hi! I'm Tim. I'm a CPA, published author, and Retirement Coach.


I've been working in the financial world for over two decades and know that for most people ... managing money and making financial decisions is stressful.


I've been obsessed with winning the game of retirement for my own family since my early 30's, so I understand the concern and know where you're coming from.


Unlike the "big boys", we don't have a cookie-cutter model that upper management wants to put you in before you ever walk through the door.


We'll show you how to make financial decisions that are aligned with your family's values and goals.

I am passionate about helping retirees develop a financially sound game plan they can count on to 𝗪𝗜𝗡 in retirement.

Amazon Best Seller in Wealth Management and Retirement Planning

Tim Adams, CPA

Trusted Retirement Coach / Published Author / Speaker


"I am passionate about helping retirees develop a financially sound game plan they can count on to 𝗪𝗜𝗡 in retirement."




The Winning Retirement Playbook

Amazon Best Seller

in Wealth Management and

Retirement Planning




Click here to read more about Tim Adams...

Hi! I'm Tim. I'm a CPA, published author, and Retirement Coach.


I've been working in the financial world for over two decades and know that for most people ... managing money and making financial decisions is stressful.

I've been obsessed with winning the game of retirement for my own family for over three decades, so I understand the concern and know where you're coming from.

Unlike the "big boys", we don't have a cookie-cutter model that management wants to put you in before you ever walk through the door.

We'll show you how to make financial decisions that are aligned with your family's values and goals.

The Winning Retirement Process

The Winning Retirement Process

Our unique process to fight off the toughest opponents in retirement

Huddle Up

Schedule a No-Pitch Call

I'm a numbers nerd, not a salesperson. I don't do sales calls. We'll chat about where you're at, your goals, and how to best reach them.

Game Plan

Get a Winning Game Plan

Next, we'll carefully craft a custom game plan to help win the game you and your family want to play in retirement.

Win

Enjoy Your Best Retirement

With the right plan, expert coaching, and ongoing in-game adjustments: You're going to win in retirement.

Amazon Best Seller

in Wealth Management and Retirement Planning

"You (and your retirement) will be better off

for having read this book."

-J. BRIAN KING

Tim's new book is now available at Amazon

Just like a good game plan in sports, a good retirement game plan must be able to overcome adversity. This book provides the framework; a playbook if you will - to defeat the fierce economic and legislative opponents that are lurking in retirement.

Save your retirement from the toughest

economic opponents that lie ahead

Now is the time to game plan against

market volatility, inflation, and future tax hikes!

Imagine the sense of relief once you have:

Image

Clarity on how much you can spend

Image

Confidence you can overcome "what if?" scenarios

Image

Peace of mind you emptied the playbook for your family's future

What others are saying...

You're not an account number to us.

You're a teammate. You're family.

  • tim@320fg.com

  • (937) 756-3865

  • 120 W 2nd St, Suite 615 | Dayton, OH 45402

© 2024 - All Rights Reserved

Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch and 320 Financial Group are independent from one another. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy.

Get a Winning Retirement Game Plan

Defend against the toughest

economic opponents.

Do You Ever Wonder

About Retirement?

Or simply hoping it all works out?

Unretirement

is on the rise


READ MORE


Re-entering the work force is on the rise as retirees are woefully under-prepared for economic downturns.



$300,000

average needed for healthcare alone


READ MORE


The average retired couple will need about $300,000 (after taxes) for health care expenses, not including long-term care. (And 72% will need long-term care!)


4 in 5

lack the proper retirement planning


READ MORE


4 out of 5 retirees lack the proper planning to create a secure income, often leading to penny-pinching anxiety.


96%

of retirees are not optimizing Social Security


READ MORE


96% of retirees are not optimizing Social Security. Result? The average couple leaves over $110,000 of benefits on the table.


Click the button below to avoid common, costly mistakes.

Tim Adams, CPA

Trusted Retirement Coach / Published Author / Speaker

"I am passionate about helping retirees develop a financially sound game plan they can count on to 𝗪𝗜𝗡 in retirement."

Amazon Best Seller

in Wealth Management

& Retirement Planning

Click here to read more about Tim Adams

Hi! I'm Tim. I'm a CPA, published author, and Retirement Coach.

I've been working in the financial world for over two decades and know that for most people ... managing money and making financial decisions is stressful.

I've been obsessed with winning the game of retirement for my own family for over three decades, so I understand the concern and know where you're coming from.

Unlike the "big boys", we don't have a cookie-cutter model that management wants to put you in before you ever walk through the door.

We'll show you how to make financial decisions that are aligned with your family's values and goals.

The Winning Retirement Process

Our unique process to fight off the toughest

opponents in retirement

Huddle Up

Schedule a No-Pitch Call

I'm a numbers nerd, not a salesperson. I don't do sales calls. We'll chat about where you're at, your goals, and how to best reach them.

Game Plan

Get a Winning Game Plan

Next, we'll carefully craft a custom game plan to help win the game you and your family want to play in retirement.

Win

Enjoy Your Best Retirement

With the right plan, expert coaching, and ongoing in-game adjustments: You're going to win in retirement.

Amazon Best Seller

in Wealth Management and Retirement Planning

"You (and your retirement) will be better off for having read this book."

-J. BRIAN KING

Tim's new book is now

available at Amazon

Just like a good game plan in sports, a good retirement game plan must be able to overcome adversity. This book provides the framework; a playbook if you will - to defeat the fierce economic and legislative opponents that are lurking in retirement.

Save your retirement from the toughest economic opponents that lie ahead

Now is the time to game plan against

market volatility, inflation, and future tax hikes!

Imagine the sense of relief once you have:

What others are saying...

You're not an account number to us.

You're a teammate. You're family.

tim@320fg.com

(888) 320-3499

120 W 2nd St, Suite 615 | Dayton, OH 45402

© 2024 - All Rights Reserved

Investment advisory services are offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch and 320 Financial Group are independent from one another. Please note that registration with the SEC does not denote a specific skill level or guarantee the success of an investment strategy.