Adam is everything you want in a financial advisor. He is thorough, personable and knowledgeable. He operates with integrity, and offers a customized holistic approach to investment and retirement management.
Mr. & Mrs. Tony G – Current actual client of Lifetime Wealth Strategies
He is a honest and reliable person you can trust.
Darcy H – Current client of Lifetime Wealth Strategies
I needed a second set of conservative eyes to go over my 100% aggressive portfolio. Adam is capable of matching age/goals/types of investments in a successful way. He doesn’t talk above your comprehension of your investments. He does give you options while keeping the bigger picture in mind.
Jay J – Current client of Lifetime Wealth Strategies
I can always rely on Adam and his team to answer my questions. They make me feel like a valued customer every time.
Barbara J – Current client of Lifetime Wealth Strategies
My name is David, and I am 64 years old. I have used other financial planners, insurance agents and investment councilors over the years. I started working with Adam Godman in 2014. He helped guide me through a divorce and rearranging my investment portfolio in 2015. I have never worked with anyone that not only knows all the ins-and-outs of the tricky world of investment planning, but he has an uncanny ability to quickly provide projections and make them easy to understand, as well as tailoring a solution that fit me personally. I would highly recommend anyone interested in looking into options for setting up solutions for future financial security to contact Adam Goodman of Lifetime Wealth Strategies.
David B – Current client of Lifetime Wealth Strategies
Adam assisted me in identifying opportunities to invest cash. Based upon assessment of my risk tolerance and investing horizon, Adam proposed several alternatives. I chose an alternative which has worked out successfully.
Qung G – Current client of Lifetime Wealth Strategies
I retired 4 years ago and was immediately hounded by numerous large investment and wealth management companies interested in re-investing my 401K money. I was a bit overwhelmed by the various investment options promoted by each company. My neighbor recommended Lifetime Wealth Strategies and I attended one of Adam’s seminars. I have now been working with Adam for 4 years and am pleased with the personalized service he provides. We jointly developed short and long term investment strategies which meet my relatively conservative criteria. Adam frequently contacts me with updates on my portfolio and we have quarterly in-person meetings. I would recommend Lifetime Wealth Strategies for people interested in personalized wealth management services versus being “a number” with the big companies.
Gerry W – Current client of Lifetime Wealth Strategies
Adam is very knowledgeable about wealth management for retirees. His recommendations were based on individual’s financial condition and needs versus risk tolerances. He truly has clients’ interests in mind and staying in communication with his clients. He is a trustworthy financial planner and I enjoyed working with him.
Jason W – Current client of Lifetime Wealth Strategies
I am very pleased with the years of service I have received with Lifetime Wealth Strategies. It is refreshing to work with a financial advisor who is truly interested in their client’s needs, circumstances and preferences. Adam took the time to get a feeling for where I was at and what I wanted to achieve for my future. His depth of knowledge, lateral thinking and common sense approach is very abundant. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.
Kristi C – Current client of Lifetime Wealth Strategies
I was not able to save a lot of money over my working years. The money I did save I was afraid to leave to the general market. There was too much risk although I still needed growth with protection. Adam was recommended by a family member and has been a stabilizing factor to my risky investment style. I have faith and peace in my investment strategy now, where previously I had stress. That makes all the difference in the world but on top of that Adam cares about his clients and it shows, thank you Adam.
Brad R – Current client of Lifetime Wealth Strategies
We were looking for a financial advisor closer to home when we moved here. Adam was referred to us & we sat down with him for a consultation. We were impressed with the recommendations he made as to how we could best invest our savings. Adam always returns phone calls in a timely fashion, which is very important to us. We like the fact that he presents new options directly to clients & thru seminars & arranges for several meetings during the year to review our portfolio. Adam is very personable & takes a genuine interest in his clients. We’re sure anyone considering working with Adam would not be disappointed.
Tony & Bev C – Current client of Lifetime Wealth Strategies
Adam has been my financial advisor for over 10 years. Initially, he helped me save for my retirement, and now that I have retired, he has helped me structure my income so my future is more secure. I never hesitate to ask for his advice and he has always been there for me. I am thankful for his expertise and his attention to detail.
Susan H – Current client of Lifetime Wealth Strategies
Adam is a very good listener and will go as deep or as shallow as you want to go in the financial world. He is non-judgmental and explains all sides of a situation to the best of his ability.
Larry R – Current client of Lifetime Wealth Strategies
I appreciate Adam’s help with my retirement planning. Adam is very professional and experienced in assisting with retirement planning, preparation, and funds management. What I appreciate the most is that Adam is not pressing on any type of solution – Adam is providing his insight and advise, informing me about positives and negatives of considered solutions and allowing me to make an informed decision. I feel Adam is my partner in achieving my retirement objectives. Through the months of Adam’s help with building my retirement financial security, I have built trust and convinced myself of benefits from this relationship. I am pleased Adam is my advisor and partner in achieving financial security for my retirement.
Dariusz R – Current client of Lifetime Wealth Strategies
I really appreciate Adam’s expertise in so many areas. It’s not easy to find someone so knowledgeable in all the diverse products out there. Adam is also very considerate in his willingness to meet either in person or virtually, especially in this past year. Thank you, Adam!
