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

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »
Transcript

Newsletters

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

    High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

  • Navigating Medicare Open Enrollment

    The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

More Newsletters »

Calculators

  • Lease Payment

    How much would your monthly lease payment be?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Car Affordability

    How much can you afford to pay for a car?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

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