Happy Holidays!

2015 xmas tree cropped

Thanks to our clients and friends, we were able to donate all these toys to the Florence Fuller Child Development Center in Boca Raton!

We would like to wish all our clients, colleagues, and friends a wonderful holiday season and the happiest of New Year’s!

Thank you for entrusting us with your financial future. We are grateful for the support and confidence you have shown in us over the past year.

We look forward to working with you in 2016 to help make all your dreams a reality!

Mari, Rachael, Stephanie and Nancy

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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