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The New Holistic Retirement
WITH FOREWORD BY ADAM WOLF, CPA, CFP®
Concerned about the success of your retirement approach in today’s economy? Worried about decisions in Washington impacting your retirement plans?
Then The New Holistic Retirement is for you. Learn ways to help protect and position your retirement assets for long-term success no matter what future market and tax conditions may be.
Adam also endorses the insight and information that can be found in Fund Your Future, Ed Slott; The Power of Zero, David McKnight; and Get What’s Yours, Lawrence J. Kotlikoff
Our Mission
It is our mission to help you better understand the world of retirement and to continually provide you with practical information, analysis, and counsel. A written retirement plan sharpens your focus, refines dreams into goals, promotes confidence, and affords a degree of control and accountability.
It all starts with a conversation.
Let’s meet and chat.
We would love to meet with you.
Schedule a complimentary consultation with Adam Wolf, CPA, CFP® (in-person meeting, virtual/online meeting, phone call).
Schedule a complimentary consultation with Adam Wolf, CPA, CFP® (in-person meeting, virtual/online meeting, phone call).
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