I have been working with Adam and Kelly for the past 10 years on the advice of my mother who has dealt with them for 10 years previous to that. I believe they provided my mother with very sound advice and financial strategies that helped her grow her retirement income and estate value. Upon my “retirement” from the company I worked at for over 26 years I turned to Adam and Kelly to help direct me on my investment strategy. Although the markets went into a tail spin in 2008 my investments to present have consistently outperformed the markets. Adam and Kelly were also able to provide strategies and solutions that helped my portfolio grow during this economic hardship.
I would recommend Adam and Kelly to anyone (and I have) to have them help you create an investment strategy and to help you execute it, whether it be for a short term goal or a long term retirement goal. They have the ability to make the complex financial marketplace easier to understand so that anyone can invest in their future.