825 Watter's Creek Blvd Building M,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Dedrick L. Adell is the President and CEO of Holistic Retirement Advisors located in Allen, Texas. Dedrick founded the Holistic Retirement Advisors on providing Strategic, Comprehensive and Holistic retirement strategies.
He has also attained a bachelor’s degree in Management and Finance at Park University in Parkville Missouri as well as a Bachelor's of Divinity with emphasis on Pastoral Leadership, from the Andersonville Theological Seminary in Andersonville, GA graduating Summa Cum Laude and a Masters of Arts in Ministry degree from Luther Rice Theological Seminary in Lithonia, GA. Mr. Adell is diligently working towards other financial designations through The American College in Bryn Mawr, PA.
Dedrick Adell is also involved in many community organizations. His current business memberships include an active membership in the National Association of Insurance and Financial Advisors (NAIFA), a 6-year (2012, 2015, 2016, 2017, & 2018 and 2019) qualifying member of the Million Dollar Round Table (MDRT)*, member of The Financial Planning Association of Dallas Ft Worth, and a qualifying member of The Kingdom Advisors of Dallas.
*The Million Dollar Roundtable, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.