Kenneth S. Elsner

McAdam Financial, based in Boston, MA, specializes in holistic financial planning and advanced wealth solutions aimed at helping clients secure a prosperous retirement. With over 35 years of experience, their team focuses on safe money strategies and customized retirement plans that prioritize wealth protection and growth. Guided by trusted advisor Phil Simonides, McAdam Financial empowers clients to navigate market volatility, manage tax liabilities, and plan for long-term financial success. Their comprehensive approach includes educational events and specialized tools to help individuals mitigate risks and make informed decisions about their retirement finances. Generated from the website

Hoiberg Tax & Law Group, located in Plymouth, MA, specializes in a variety of services, including income tax planning, estate planning, and tax preparation. The firm also offers robust fiduciary services, addressing needs such as estate trust administration and fiduciary litigation. With a focus on helping clients navigate complex financial and legal landscapes, Hoiberg Tax & Law Group provides expertise in tax controversies and the Offshore Voluntary Disclosure Program (OVDP). Their commitment ensures that clients can concentrate on what they love while the firm manages the details of tax and estate matters. Generated from the website