Contact | Private Financial Counsel

About
Services
Wealth Safety Index
Insurance

Home
About
Services
Wealth Safety Index
Insurance
Contact us

Let's Connect

Taking the first step toward financial confidence is easy. We welcome you to reach out with any questions or to schedule a confidential consultation. Whether you’re looking for a second opinion on your current plan or you’re starting from scratch, we’re here to help with clear, no-pressure guidance.

Call

941-677-6113

Write

info@privatefinancialcounsel.com

In-person meetings are by appointment.

Virtual meetings are available for your convenience.

Schedule an Appointment

Want to skip the phone tag? Book a free 15-minute call directly on Adam’s calendar. Pick a time that works best for you, and we’ll connect to discuss your questions and goals.

Leave a Message

Prefer to send a quick note? Feel free to fill out the contact form below and let us know how we can assist you. We’ll respond promptly.

Contact Us

Name:

Email:

Phone

Message

Thank you for contacting us.
We will get back to you as soon as possible.

Oops, there was an error sending your message.
Please try again later.

Page

Home
About
Services
Wealth Safety Index
Insurance
Resources & Events
Contact us

Phone

941-677-6113

Email

info@privatefinancialcounsel.com

Office

Lakewood Ranch, Florida (serving clients in Florida and across the U.S.)

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*Private Financial Counsel does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA, and other advisers.

Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management, a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355-1325. Private Financial Counsel, LLC and Caitlin John Private Wealth Management are separate entities and are not affiliated.

Watership Private Capital Management, LLC is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration.Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

ARE-19038 | 26712 | 11/12/2025