Kate Adams: Financial Consultant
Receive customized financial guidance tailored to accelerate your goal achievement.
Our aim is to empower you to comprehend and attain financial independence in a manner that resonates with your values. Experience the distinction of having a dedicated ally devoted to realizing your financial aspirations. Your journey toward a prosperous future begins today, and we're here to guide you every step of the way.
Services
At Kate Adams and Associates, we serve individuals at all stages of their financial journey, from novices to retirees. Our comprehensive suite of solutions grants access to offerings from globally renowned companies. With a diverse array of products and programs, we provide investment solutions tailored to meet the needs of all clients.
Investment and Savings
Through our goals-based investing strategy, families can:
- Build an emergency fund
- Invest for the future
-Utilize reputable asset managers
-Generate retirement income
States Serviced: Oklahoma, Arkansas, Arizona, California, Kansas, Missouri, North Carolina, Nebraska, New Mexico, Pennsylvania, South Carolina, Texas and Washington
How we can help!
Investment Opportunities
Mutual Funds
Annuities
Managed Investments*
Tax Deferred Accounts
IRAs - Traditional and Roth
403(b) and 403(b)(7) plans
College savings plans
Retirement Plans for Businesses
401(k), 403(b) and 457 plans
SEP and SIMPLE IRA plans
Payroll deduction plans - complimentary for employers
Life Insurance
Term life insurance provides coverage for a specified period, with a payout to beneficiaries if the insured passes away during that time. Our "Buy Term and Invest the Difference" strategy suggests investing the difference between term insurance premiums and other types of policies for future growth. If anyone relies on your income or would inherit your debts, life insurance is essential to replace lost income and secure financial goals like homeownership, education, debt reduction, and retirement savings, making it a crucial consideration for most individuals.
States Serviced: Oklahoma, Kansas, South Carolina and Texas
Mortgage Loans
At Kate Adams and Associates, we extend our financial expertise to mortgage lending, providing tailored solutions to meet our clients' housing needs. Our team works closely with individuals to navigate the complexities of the mortgage process, offering competitive rates and personalized guidance every step of the way. Whether you're a first-time homebuyer or looking to refinance, our commitment to exceptional service ensures a smooth and successful borrowing experience.
Kate Marie Adams NMLS ID #: 2163961
OK License#: MLO26713
Mortgage Branch Office:
5712 NW 132ND STE B OKLAHOMA CITY, OK 73142
About Me
Started with Primerica in: 2015
PFS Investments Inc. Registered Representative:
Kate M Adams FINRA's BrokerCheck
Life Insurance Representative (US)
Women in Primerica
Investment Adviser Representative
We are here to help!
At Kate Adams and Associates, our dedicated team is the cornerstone of our pledge to your financial prosperity. Comprising seasoned professionals with varied expertise, our team members unite in a shared passion to empower individuals and businesses in navigating the intricate landscape of finance.
Get In Touch
Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.
Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.
In the U.S., securities are offered exclusively by PFS Investments Inc. Representatives not licensed with these entities cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099.
*Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.Mortgage Loans - Important Disclosures
Primerica Mortgage, LLC, NMLS ID # 1723477 (https://nmlsconsumeraccess.org). EQUAL HOUSING OPPORTUNITY. Primerica Mortgage, LLC is a state licensed Mortgage Broker, with its headquarters office located at 1 Primerica Parkway, Duluth, GA 30099-0001. Phone Number: 1-855-357-1054. Mortgage products are offered through a contractual agreement between Primerica Mortgage, LLC and a third-party lender.; This is not a commitment to lend or extend credit. All loans, credit, and collateral are subject to underwriting and approval by the lender. Terms, rates, data, programs, information, and conditions are subject to change without notice. Not all loan products are available in all states. Specific program restrictions may apply so please consult your Mortgage Loan Originator (MLO) for complete details. Your MLO may only originate mortgage loans on real property that is located in a state where both Primerica Mortgage, LLC and the MLO are licensed to transact mortgage business. While refinancing your existing loan may reduce your monthly payment, your total finance charges may be higher over the life of the loan. Primerica Mortgage, LLC is a MORTGAGE BROKER ONLY, NOT A MORTGAGE LENDER OR MORTGAGE CORRESPONDENT LENDER. For additional disclosures and a complete list of states where residential mortgage loans are offered, please visit https://bit.ly/PriMortgage.
Oklahoma: Primerica Mortgage, LLC. Oklahoma Mortgage Broker License # MB013617
*Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.
Primerica I Privacy I Important DisclosuresI Primerica Mortgage, LLC (NMLS ID #1723477) Disclosures I NMLSConsumerAccess.org I Terms & Conditions