OFF THE RECORD is now Available on Kindle!
Adam’s book is now available in Kindle format. Check it out at Amazon.com and also check out the reviews for the book from readers all over the country. If you prefer a printed, author-signed copy, please feel free to give us a call or stop into the office.
Recent Articles

Events
Show Your Work: Why Transparency Matters in Retirement Planning

Income Planning
Unlocking the Mystery of Income Taxes

Income Planning
Social Security Strategy: Do You Have One?

Income Planning
Pension Decision: Just One Critical Piece of Information Is Needed to Decide

Estate Planning