Adam L. Dworkin

My Grandpa told me that the path to financial security was simple: get a job with a big company, preferably one with a union, work hard, and after 30 years I could retire on my pension and take it easy. I’m not saying that Gramps was wrong, but if life and financial security were ever that simple, it is not true anymore.

Today, no one that I meet tells me planning for their financial security is not important, yet many people fail to create and work their plan, or any plan. Someone recently asked me why this happens and I told them that for many people, life gets in the way. There is work to be done, bills to pay, kids to carpool, projects to be constructed and crises to deal with. I am sure of this, because my life as a father of six is no different. Understanding all of the possible paths and options to build a secure financial future can be overwhelming. Many people choose to just not deal with it.

Our goal is to make creating and managing the right financial plan easy for all our clients. I can help you do what’s right for you and the people you care about, whether you are a corporate executive, running your own business, just starting out, or even retired. Best of all, my commitment to you is that I won’t overwhelm you or intimidate you. I only succeed in my role, if you succeed, and like Gramps with me, that’s all I want for you.