Adam Gross

About Adam Gross

Whenever I tell people that my official title is a Financial Services Professional, I am met with either a blank stare, or the question, “What does that entail?” Let’s clear that up once and for all. I sit down and talk with people just like you to learn about your goals and dreams. I then help make sure that the financial part of things are taken care of. It’s as simple as that. My goal is to be able to help as many people succeed while I spend time enjoying the community with my wife Brit and our daughter Reagan; we want to give back and enjoy life in the Last Best Place! You work hard, and you deserve to be on the path to financial freedom. Your goals are my priorities and I’m not here to push something that you don’t want; I’m here to help you. But there is a big problem facing many Americans. It’s the IF Factor. No, that’s not the “what if’s” but it stands for Income Flow. And there are three “No Longers” that can happen to that Income Flow. No Longer Around – What happens if you die and you’re no longer around to provide that income flow? Are your final affairs in order? Is your family provided for? Will your legacy be left the way you want it? No Longer Able – What happens if you are no longer able to provide an income? How will the bills be paid? How will you feed yourself and your family? Will you be able to keep the house? Will your retirement be funded? No Longer Willing – Retirement means different things to different people, but usually it involves not being required to work for a living. Are your retirement goals on track? Will you be able to quit your job when you are no longer willing to work? What can you do if you’re not on track? If any of these “No Longers” caused you concern or doubt, then you know why I am here! I am here to serve you, empower you, and to help you. As my client I expect you to take ownership of your goals and your plan, and I expect you to want this even more than I want it for you! Let’s get coffee. 176 S 32nd ST W, Ste 1, Billings, MT 59102 • (40••••••14

Experience

1. Financial Advisor

   Retirement Solutions

   Aug 2014 — Present

   I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Retirement Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Retirement Solutions is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Education

• Collins College: A school of design & technology

  Bachelor of Arts Degree, Visual Communication for Graphic Design

  2004 — 2007

• Montana State University-Bozeman

  Graphic Design

  2002 — 2004

Skills

• Customer Relations
• Creative Problem Solving
• Customer Satisfaction
• Sales
• Life Insurance