Adam M. Sachs, CFP®, ChFC, CLU, CLTC

My name is Adam Sachs.  Welcome to my web site.

As a John Hancock Financial Network financial professional and active member of my community,
I am dedicated to helping individuals and businesses build their financial futures.  I help accomplish this objective by providing comprehensive financial solutions through an extenstive network of experienced professionals and a wide range of products and services.

To stay on top of my field and to develop my professional skills, I have regularly attended industry training and certification programs.  This includes completing the curriculum and passing exams for the:

Certified Financial Planner™  (CFP®)

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Certified Long-term Care Consultant (CLTC)

In addition, my academic achievements include a Bachelor's Degree from Babson College in  International Business.

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients.  Rather than just recommending an array of unrelated products, first I will consider their specific financial goals and investment objectives.  Working together, we formulate a strategy to help achieve their goals. Then, I recommend the appropriate products and services to execute the strategy.

Industry Support is of extreme importance to me.  Giving back to my industry through volunteering in NAIFA Boston as Treasurer and sitting on the Board of Directors. 

Maintaining a strong sense of community and a solid professional foundation are very important to me.

My wife, Joy and daughter, Ashley and I enjoy vacationing.

Thank you for visiting my website.