The Adams Badura Group - Morgan Stanley Smith Barney Team - Southlake, TX
Morgan Stanley Smith Barney
The Adams Badura Group
at Morgan Stanley Smith Barney
1400 Civic Place
Suite 200
Southlake, TX 76092
tel: (817) 416-4461
toll-free: (877) 881-3548
fax: (817) 416-4460
Helping physicians and professionals
achieve the retirement they desire.
Welcome


The Adams Badura Group focuses on wealth management and retirement planning for physicians and other high income professionals, and in designing and implementing retirement plans for their practices.

Physicians and other high income professionals often have specialized needs when it comes to wealth management and retirement planning. Many run their own professional practices and have to deal with issues for which they were not trained and that take away from their primary responsibilities. Many others need help planning for a secure retirement---in some cases, not only for themselves but also for other practice members and employees.

One of the biggest and most pressing questions most individuals face is: What about retirement? Our role is to help you answer that question in a way that makes sense for you. We will work with you to explore ways that can help you contribute to a successful retirement: your current assets, the amount you may need to accumulate for the retirement you envision, and the amount of investment risk you are comfortable assuming. The result: You will gain a clear picture of where you are, develop confidence in your retirement strategy, and understand where you may be when retirement arrives.

As you approach retirement, we will work with you to plan for the next phase of your financial life. Of special importance, we will help you transition from a focus on accumulation and growth to a strategy designed to generate the income you need to maintain your lifestyle. And in retirement, we will work with you to help you make your assets last and to fulfill your legacy goals.

As you can see, successful retirement planning is a lifelong process. At each stage, you can rely on our commitment to helping you make your retirement a success.




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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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