View Our Customer Relationship Summary
Skip to main content
  • Home
  • About Us
    • Biography
    • My Process
  • Products & Services
    • 529 College Savings Plans
    • Annuities
    • Disability Income Insurance
    • Individual Retirement Account
    • Life Insurance
    • Long Term Care Insurance
    • Mutual Funds
    • Trust Services
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Videos
    • Flipbooks
    • Glossary
    • Market Watch
  • Account Access
  • Licenses
  • Contact Us

James A. Adlam, Jr., ChFC®

220 Gibraltar Road, Suite 350 Horsham, PA 19044

Phone:

  • (215) 293-9337 (VOICE ONLY)

Fax:

  • (215) 441-4123

E-mail:

  • jadlam@financialguide.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

More Videos »
Transcript

Newsletters

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Be Storm Smart: How to Prepare for Extreme Weather

    More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

More Newsletters »

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators »

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 201 King of Prussia Rd., Suite 501, Radnor, PA 19087. Tel 610.766.3000.

CRN202904-10720554

Home | Contact

  • Site Map