Just Peachie Show
Just Peachie Ep#24: Financial Considerations for the Family w/ Adam House, CFP®
Peachie Thompson · October 18, 2022
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassurance in their financial world.
Here are other ways to listen:
Some of the items discussed: • What people need to know about capacity planning • Behavioral finances in relation to market volatility. • Cost-effective life insurance
About our guest speaker, Adam, his desire to help individuals on a personal level has led him to the development of ACH Wealth Management. He has 25 years of experience working in the financial service industry. He began his career in the late 1990s as a stockbroker before working as a branch manager for nearly a decade. Next, he obtained his CFP® certification and became a financial advisor at Merrill Lynch in 2011.
Learn more about Adam House by clicking here
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
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