From Our Founder

In a world defined by relentless pace—lives, careers, family, technology, and financial markets—it's imperative that we pause and reflect on life's true priorities. Drawing from two decades of experience, during which I've had the privilege of meeting with thousands of families, I've come to realize that many of us share a common desire: to create more cherished moments with our loved ones while pursuing our passions.

While there's no denying our aspiration for nicer homes, fancier cars, and larger bank accounts, the reality is that accumulating more possessions often demands an exhausting investment of our time and energy. However, if we collectively recognize that TIME is the only genuine currency, and that money merely serves as a tool to facilitate the creation of meaningful experiences, then we can all embrace a richer, more purposeful existence.

Our philosophy, Retire While You Work®, a registered and trademarked approach, offers a unique three-bucket strategy for managing both money and risk. It empowers you to seize the opportunity to live life to the fullest. I invite you to allow us the privilege of demonstrating the transformative power of this philosophy and what it can bring to your life."

Founder & Principle
 

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Who We Serve

We specialize in helping people in various life and career stages find financial strength, independence, and clarity during life’s many transitions.

Musicians, Entertainers, & Content Creators
Families &
Unexpected Wealth
Divorce
Planning
Small Business
Owners
Entreprenuers
& CEOs
College
Planning

What People Are Saying

David Adams and his team have been serving us for almost 20 years! They helped us with the money for our kids’ college education, and soon our fourth child will be graduating from college! David’s service is so personal – he makes us feel like family. He has helped us to “retire while we work”.

The Kruegers

Meet Our Team of Professionals

With over 100 years of collective experience, our team consists of 3 CPAs, 4 CFPs ®, and one adorable office pup.

Meet Our Team
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