John Hancock Financial Network

Assisting You In Accumulating and Protecting Your Wealth

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.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

Life Insurance Goes to College

Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.

More Newsletters →

August 27, 2008 @ 08:34 PM

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