"We could not have asked for a more positive experience. Adam exemplified all of the qualities listed above. Not only is he extremely knowledgeable in his field, he brings an approach that is personable, relaxed and void of any type of pressure. He works hard to ensure that you fully understand what most consider to be a very complex, confusing and intimidating subject matter. He takes the time to fully explain the pros and cons to ensure that your final decision, on what could arguably be considered one of the most important decisions you will ever make, will be the right one for you. In addition to interacting with Adam for our financial planning, we also had the pleasure of his assistance in procuring our living trust. Our takeaway is that what makes Adam so good at what he does is simple. He is a good man with a big heart."