Since 2008, Adam has built his career around securing the most important tool in retirement: income. This seemingly simple concept actually encompasses many industries, and Adam is committed to educating and servicing his clients in the areas of tax planning, estate planning, income planning, and long-term care planning. As a Certified Medicaid Planner™, he is uniquely qualified to balance the complexities of income planning while maintaining eligibility for federal programs that may save families potentially hundreds of thousands of dollars in the event of an extended stay in a nursing home.
Adam’s pro-active and comprehensive approach to many retirement issues has allowed clients all over the country to have the peace of mind of knowing that their income will be guaranteed to last through their lifetime, regardless of poorly performing markets, unpredictable inflation, or untimely health issues. This allows his clients to spend more time planning ways to enjoy their retirement years rather than worrying about funding their retirement years.
Adam has lived in the Phoenix area since 1987. He and his wife, Erinn, graduated from Northern Arizona University and reside with their four daughters in Phoenix’s Moon Valley area.
View The Best Annuity Rates Available Now
Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
Share This Entry:
A National Organization Focused on Truth, Transparency, and Trust.
© Years of Copyright Publication 2015-2023 All rights reserved. Subject to the provisions of this notice, articles, materials and content published on this site (Annuity.com) are the property of ACOM LLC. ACOM LLC allows the use of their content but reserves the right to withdraw permission at any time. Content includes articles, marketing materials, agent information used as content on all pages. Content used by Annuity.com as information for the public, enhancement of any agents reputation and lead generation for all sources is copyrighted.