Adrienne Upchurch
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Office: 817-347-9178

1300 Summit Ave Ste 200
Fort Worth, TX 76102-4416

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Hello and welcome to Adrienne's website.  Adrienne focuses on helping her clients discover their personal, professional, and financial goals and develop financial solutions in alignment with their objectives. Working together, Adrienne Upchurch and her clients create financial solutions to achieve legacies and financial security for their families and businesses.                                         

"I can provide you with guidance you can rely on when making the most important decisions of your life. I look forward to helping you meet and exceed your financial goals."--Adrienne Upchurch

A Special Needs Planning Expert

 Families with special needs are faced with many concerns and challenges regarding the long term care of their loved ones. Adrienne  provides financial planning services for families of individuals with special needs. She is willing to work with you to identify your goals and educate you on the available options. Adrienne works in the community with several local special needs organizations and presents to various groups in the Dallas-Fort Worth area on this topic.

Online Resources

Upcoming Events:

  • Stephanie's Day- Saturday, June 21st, 10:00am - 2:00pm, at Northpark Center, in Dallas

Stephanie's Day was created for families with special needs children, especially those with autism. Kids can enjoy music, games, entertaining activities, and much more at Stephanie's Day. Meanwhile, parents and caregivers can find a weather of resources available through local non-profit organizations, therapy centers, advocacy groups and parent-to-parent networks.

  • Tarrant County Down Syndrome Partnership "Our Special Heroes Golf Classic"- Monday, September 29th, at Texas Star Golf Course in Euless, TXPlan to join the DSPTC and more than 200 golfers for the 7th Annual “Our Special Heroes” Golf Classic. This year’s tournament features:

           Morning and afternoon starts 
           Great prizes

           Silent auction

           On-course games

           Lunch provided

           Great fun

    The tournament is scheduled for September 29th at Texas Star Golf Course in Euless. All proceeds directly benefit individuals with Down syndrome, their families and caregivers.

 25 Years of Being Number One in Forture as "America's Most Admired" Company

 
We're honored that, for the 25th time, FORTUNE Magazine has named Northwestern Mutual "America's Most Admired" life/health insurance company (March 17, 2008 issue, FORTUNE magazine survey). We're proud that our focus on building life-long relationships with our policyowners is as strong as ever. 
  

Articles of Interest 

Adrienne invites you to browse through her extensive library of articles. Of interest to many of Adrienne's clients are articles on planning for children with special needs, life and disability income Insurance, and articles for women. Here are a few that Adrienne particularly recommends:   
Planning for Children with Special Needs
Life Insurance
Disability Income Insurance
Especially for Women


Relationship - Mutual Trust - Collaboration - Value

 Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. Adrienne Upchurch combines her experience with your goals to offer you expert guidance and innovative solutions.

Adrienne Upchurch utilizes a four-step process to help you plan for the future and help protect you if your life takes an unexpected turn.

Adrienne Upchurch is committed to ensuring that your family's needs will be met with care, expertise and an understanding of your unique circumstances and individual goals.
 
Ask questions: Before Adrienne can advise you about any of the strategies that might be appropriate in your situation, she needs to learn about you.

Analyze the information: Adrienne provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.

Make recommendations: Adrienne prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.

Keep in touch: Nobody's situation stays the same. As yours changes, Adrienne will review your plan and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation. 

 Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Adrienne Upchurch.

My Mission

The practice of Adrienne Upchurch focuses on engaging each client in an intimate, interactive discovery process. A priority for Adrienne is defining a client's very specific and unique needs. She then presents solutions to help achieve and protect personal, professional and financial goals.

By providing clients with tailored solutions and quality products and services, Adrienne Upchurch helps clients create a legacy. Adrienne explains, "This legacy can give clients the ability to impact future generations, build financial independence during our clients' lifetimes and provide security and success for their families and businesses."