Kate Adams: Financial Consultant
At Kate Adams and Associates we provide families and individuals with comprehensive financial services including life insurance, investments, debt solutions, retirement planning, mortgage loans, as well as home and auto insurance and legal protection. We’re committed to empowering clients with the tools and education they need to make informed financial decisions. In addition to serving clients, we also service businesses with retirement options and financial classes for their employees to help them take control of their financial futures.
TAKE YOUR FINANCIAL QUIZ
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.
"She’s not just a financial planner...she’s a legacy builder. Working with her has helped me see beyond short-term goals and start creating lasting impact for my family’s future."
~ Maggie S.
"She’s not just a financial planner...she’s a legacy builder. Working with her has helped me see beyond short-term goals and start creating lasting impact for my family’s future."
~ Maggie S.
"Kate takes a strong educational approach that made us feel empowered and confident. She broke everything down clearly so we could make informed financial decisions without stress."
~ Jessica B.
"Kate takes a strong educational approach that made us feel empowered and confident. She broke everything down clearly so we could make informed financial decisions without stress."
~ Ron B.
"Kate’s skills and strategies helped me hit a major personal milestone. Her guidance gave me the clarity and confidence I needed to take action and move forward."
~ Ron B.
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Transform your Finances
Contrary to common belief, financial independence is attainable for everyone, regardless of income level or background. With the right knowledge and principles from How Money Works, individuals can achieve financial security, eliminate debt, and pave their way to independence.
Financial independence is achievable for all individuals, regardless of income.
Learning and applying simple principles from our book, How Money Works, can lead to financial security.
By taking control of one's finances and applying these principles, individuals can achieve their goals and secure their future.
FAQ's
What makes your brokerage different from other financial firms?
We focus on educating and empowering families—not just managing money. Our team builds personalized financial strategies that align with your goals, not just another cookie-cutter plan.
Do I need a lot of money to start working with you?
Not at all. We work with clients from all income levels and stages of life. Whether you're just starting out or in the wealth preservation stage, we’re here to help.
What types of financial services do you offer?
We offer a full range: life insurance, investments, retirement planning, debt solutions, home and auto insurance, legal services, mortgage and refinance options, and financial education—all in one place.
How do I know if my current financial plan is working?
We offer complimentary financial checkups to evaluate your current plan and identify gaps or opportunities. No pressure, just clarity.
Are your agents licensed and experienced?
Yes. All of our agents are licensed, trained, and supported by a proven system of mentorship and continuous education.
How secure is my personal and financial information with your firm?
We follow industry-standard data security protocols and partner with trusted financial institutions to keep your information safe and private.
What’s the first step to getting started?
Simple—schedule a free, no-obligation financial review. We’ll walk through your goals and current situation, then help you map out a clear path forward.
Do you offer opportunities for people to become agents or build a business with your firm?
Yes! If you're passionate about helping others and want to explore a career in financial services, we offer a proven system and mentorship to help you succeed.
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.
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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://www.primerica.com/public/primerica_mortgage_disclosures.html
Representatives are not licensed to sell all products in all states/provinces/territories. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. Additional information about this investment professional is available on BrokerCheck. PFS Investments Inc. Customer Relationship Summary.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. Term life insurance products underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and by Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions.
In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
Michigan: Primerica Mortgage, LLC. Michigan 1st Mortgage Broker License # FL0022649, Michigan 2nd Mortgage Broker Registrant # SR0024890.
Oklahoma: Primerica Mortgage, LLC. Oklahoma Mortgage Broker License # MB013617.
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