Tim Adams, CPA & Social Security Planner
Professional Profile
Meet Tim Adams, a trusted CPA with over 35 years of experience, at 320 Financial Group in Ohio. As a best-selling author of "The Winning Retirement Playbook," Tim empowers individuals to navigate the complexities of retirement planning by exposing outdated strategies and sharing innovative, tax-efficient solutions. His expertise as a fiduciary retirement advisor focuses on high-yield, low-risk tax shelters, ensuring his clients’ financial futures are secure and optimized. Tim is also a dedicated educator, frequently speaking for non-profit organizations, where he offers valuable insights on financial literacy, tax strategies, and estate planning. Outside of his professional achievements, Tim values family, enjoying a fulfilling life with his wife of 35 years, two wonderful daughters, and an incredibly fun grandson. Choose Tim Adams for reliable, knowledgeable, and respected financial guidance, and take the first step toward a secure retirement today.
Tim Adams has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.