Casey Kurlej

Client Development Specialist @Mcadam Financial

Philadelphia, PA, US

What I Do:• I provide a welcoming first impression to our prospective clients, guiding you through informative presentations, scheduling initial consultations and providing clear explanations of our holistic suite of services.• I cultivate relationships with potential clients, particularly those approaching or in retirement. I hope to start you on your journey to financial freedom in retirement.Why McAdam Financial?• Safe Money Strategies: We prioritize the security of your hard-earned savings, implementing strategies to help safeguard your nest egg throughout your golden years.• Written Income Plan - Spend, Protect, & Grow: We don\'t leave your retirement to chance. We create a crystal-clear, personalized plan outlining how to spend, protect, and grow your wealth for a fulfilling retirement.• Tax Planning via Strategic Distribution Plan: We can help to minimize your tax burden with meticulous distribution planning, aiming to maximize your after-tax income and protecting your retirement assets.• Holistic Advising: We\'re not just investment managers. We offer a comprehensive approach that addresses all aspects of your financial well-being.• Process-Driven Portfolio Management: Our rigorous portfolio management ensures your investments align with your goals and risk tolerance, constantly monitored and adjusted to navigate market fluctuations.Ready to De-Risk Your Retirement? Let\'s connect!This award was granted by USA Today, with assistance from Statista, in 2024. McAdam LLC did not apply for or pay for the award. For the full methodology of the award, please see the link below: https://app.box.com/s/6b0n10ougdgng8wt3rmu3qlb67q75b04

Salesianum School

High School Diploma

University of Delaware

Bachelor of Science, Business Administration