Financial Professional Shirley Adams

Shirley Adams - ChFEBC

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Independent Financial Professional

About Shirley



INTRODUCTION

Shirley Adams is a financial advisor and Chartered Federal Employee Benefit Consultant with Benefit Planning, Inc. (BPI) in Elkhart, Indiana. She has been with BPI, an organization that specializes in federal benefit planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees, since 1990. Since joining BPI, Shirley has committed herself to educating and training federal employees to assist them in understanding their federal benefits and retirement systems. She has a full understanding of the various areas that affect the decisions and plans for federal employees in their working and retirement futures.

HISTORY

Shirley and her family relocated to Elkhart, Indiana in 1979, several years into her successful nursing career. A Pennsylvania native, Shirley earned her nursing degree from Butler County Community College in Pennsylvania. In 1980, Shirley transitioned from nursing to sales in the health and life insurance industry. In 1990, she expanded her services to include securities and began branching out into the many other areas that impact an individual’s financial future, including employee benefits, retirement planning, client educational seminars, annuities and alternative investments. Shirley found herself drawn to the federal market because of its complexities and the opportunity to educate a considerable number of people on information critical to their financial well-being.

Shirley is an educator at heart. As a nurse, she educated her patients on their health, and as a financial advisor, she educates clients on their options regarding financial products. Her philosophy is to conduct herself with the utmost integrity at all times and to always help the client make the decisions that are best for them and their families. It is because of Shirley’s selfless outlook, to always do what is best for the client, that she has been able to build her business on word-of-mouth referrals.

FEDERAL MARKET

Shirley provides educational seminars and training sessions to various government agencies in multiple states across the country. These agencies include the Social Security Administration (SSA), Drug Enforcement Administration (DEA), Alcohol Tobacco and Firearms (ATF), Secret Service, Department of Defense, Bureau of Indian Affairs (BIA), United States Postal Service (USPS), U.S. Marshals Service and many other federal agencies.

Shirley possesses an in-depth understanding of the federal benefits system, including Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, sick leave calculations, military buy backs, CSRS Voluntary Contributions and deposits and re-deposits. Shirley offers all prospective clients a complimentary consultation.

LICENSES HELD

  • Series 6- Investment Company Products/Variable Contracts Representative Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • ChFEBC℠ - Chartered Federal Employee Benefit Consultant
  • Securities Licensed in IN, AZ, CO, FL, MI

ACTIVITIES AND INTERESTS

When she’s away from the office, Shirley considers family time with her husband Dave and their children to be her number one priority. Family time is very important to the Adams family, and they routinely cook and enjoy weekly sit-down dinners. Shirley is a great cook, but she also enjoys spending time outdoors in her garden and flower beds. In her younger years, she fished on both the women’s professional Bass Circuit and the Great Lakes Professional Men’s Bass circuit with her husband Dave. When she lived in Pennsylvania, she hunted with her son and daughter. Now, she and her daughters fish against one another in “friendly” family competitions, which are taken quite seriously.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Shirley Adams is an independent contractor of Money Concepts

note: Adams and Adams, Corp is an independent firm and not affiliated with Money Concepts

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