Kyle Adams is a Financial Planner at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Financial Planner, Kyle is uniquely qualified to address the diverse financial needs of each client as they plan for their future. He offers tailored recommendations for asset allocation, education funding, retirement planning, as well as life insurance. He works closely with business owners, young families, retirees and their advisors to help develop strategies that align their distinctive financial goals and help them achieve long-term financial success.
Education
- Michigan State University
- Bachelor of Arts – Finance
Professional Qualifications
- Life Accident and Health Insurance Licenses
- Series 7
- Series 66
- Variable Annuities
Personal Data
Kyle resides in Wixom, MI with his two dogs, Shep & Tucker. In his free time, Kyle enjoys going to the gym, playing sports and cooking. Kyle also love to watch sports. His favorite teams are the Michigan State Spartans, Detroit Lions and Detroit Tigers.
I strive to help individuals and families achieve their financial goals through personalized financial planning and strategic investment management. My background in sports has instilled in me discipline, resilience, and a team-oriented mindset, while my strong Catholic faith guides me to serve with integrity, compassion, and a commitment to doing what’s right. Together, we’ll create a roadmap for financial security and lasting peace of mind.