Adam comes to our team providing personal service with a truly holistic approach to financial planning. Coming from an estate planning and elder law background, Adam understands the nuances of the various planning stages of life, and how each stage brings with it different financial aspects to consider. Adam focuses his practice on two key areas, Retirement Savings Strategies, and Retirement Distribution Strategies-- to help clients navigate all aspects of Retirement Planning. Additionally, Adam works with Business owners of all sizes, and employees of all types, to help craft retirement programs that both the employer and employees can take advantage of to aid in their personal retirement savings strategy. He works to provide Financial Wellness and education programs to individuals and companies with local and national employees in order to educate and motivate them to pursue their financial goals. Adam with his wife Dawn and their three kids are from the Guilderland area and very involved in the community.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH ADAM