Quick question for advisors. When did you last ask a client, "Has anything changed with your Estate documents?"
You’re a financial advisor and your client just told you their estate plan hasn’t been updated since their first Marriage.
New episode of The Retirement Fiduciary just dropped. Adam talks to wealth dispute attorney Kelly Lise Murray break down the real cases that end in court, and what advisors can do to help clients avoid them.
Blended families. Misused trusts. An $800K tax filing error. A prenup written by the husband.
All of it, in one episode.
Episode available now. Get it on Apple, Spotify, YouTube or wherever you get your podcasts.
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Adam’s professional journey began just 10 days before the tragic attack on the World Trade Center in 2001. This timing allowed him to guide his clients through four of the worst market crashes in U.S. history.
He holds several high-ranking certifications, such as the Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), Certified Financial Technician (CFTe), and Certified Exit Planning Advisor (CEPA). He’s also been recognized locally and nationally in publications such as The Wall Street Journal, MarketWatch, Investopedia, Seeking Alpha, FA Magazine, and Proactive Advisor Magazine, just to name a few.
At Libertas Wealth Management Group, Adam utilizes his expertise, focusing on two main areas:
Career professionals who have an interest in utilizing a variety of retirement, tax, insurance, and estate planning tools to make work optional — and stay retired.
Business owners and CEOs interested in transitioning their businesses into more profitable, efficient, and lifestyle-friendly companies with plans to eventually (or immediately) exit, and…
In addition to his financial advisory role, Adam is an accomplished speaker, writer, and educator. He regularly contributes to numerous financial publications and offers financial planning classes and workshops. His dedication to sharing knowledge stems from his family’s background in teaching.
Through these endeavors, Adam continues to make a significant impact on the lives of others, fulfilling the vision he nurtured from a young age, watching his father and absorbing the lessons he was taught about attitude and ethics, and using his knowledge to provide authentic advice, treating clients as if they were his own family.
