We have followed Adam for over 10 years, across a couple of different companies as he has progressed in his career. He’s just a “good guy” and understands the full life cycle of how people need to be saving for retirement, spending in retirement and more importantly, how a tax strategy plays a very important role once you start withdrawing money. Working with Adam has always been a partnership. I look to him for his financial expertise, and I like to see and understand the details regarding any investment strategies.
Adam is someone that I TRUST to manage my money! Working with a financial advisor is a long term relationship and there are no guarantees that you/I will always make money in your portfolio given the ups and downs of the economy and the political landscape year or year. Having and working with an advisor will give you the knowledge, insight and investment strategy for you to manage your portfolio so that you will see and know how much money you have, need to save, when you can retire, how much you can spend in retirement and ultimately how much you can leave to your beneficiaries when you’re gone.