Join us for a private educational event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income.
Most firms only focus on your returns. At Diversified Solutions, we have advisors in our office who are also licensed CPAs. We combine investment growth with tax-smart strategies to preserve your wealth and give your family the legacy they deserve.
Don’t wait until you've retired to find out you’ve overpaid in taxes.
Get in contact with our team of CPA-led advisors.
What the IRS Doesn't Want You to Know About Your Retirement
TERMS AND CONDITIONS - PRIVACY POLICY
© 2026 Tax Wise. All Rights Reserved.
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Brad Buckler, David Stober nor Diversified Solutions, LLC are affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
FACEBOOK is a trademark of FACEBOOK, Inc.
Advisory services offered through Diversified Wealth Advisors, LLC, an investment advisor in the State of MO, KS, TX, CO and FL. Insurance services offered through Successful Retirement Inc., an affiliated company. Investing involves risk including the potential loss of principal. No investment strategy can guarantee profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any financial decisions.
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Diversified Solutions, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing issuer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.
OR
Event Details:
Tuesday, March 18th @ 6:00 PM or Wednesday, March 19th @ 6:00 PM
60 N Cleveland Avenue
Westerville, OH 43081
Everal Barn
BONUS! Please enjoy catering from Chipotle during our event as our 'thank you' for joining us!
Join us
Event Details:
Tuesday, February 24th @ 6:30 PM - 8:00 PM
6040 Slater St., Merriam, KS 66202
Merriam Community Center - Loomis Room
Join us
Event Details:
Tuesday, June 24th @ 6:00 PM or
Thursday, June 26th @ 1:00 PM
Hilliard Library
4500 Hickory Chase Way, Hilliard, OH 43026
OR
Meet Your Presenter
Adam Bruno
Certified Financial Fiduciary
Adam specializes in helping individuals and families achieve their financial goals through advanced retirement planning and private wealth management.
“Retirement isn’t about performance,” says Adam. “It’s about preservation and goals.”
Adam founded Evolution Retirement Services in January 2018 to help clients and their families pursue financial independence. His hard work and dedication to consistent growth, study and evolving with the times help ensure his clients receive the most relevant and up-to-date financial advice.
Adam has earned the title Certified Financial Fiduciary® and upholds the highest moral, ethical and fiduciary standards. He published his first book, “They Lied: The Real Cost of Your Retirement,” in 2020. Adam has been featured in other publications and news outlets such as Kiplinger, FOX4, NBC2, ABC, Wink, Good Neighbor Podcast and Health and Wellness Magazine.
Adam earned bachelor’s degrees in theatre and English literature and a master’s degree in secondary education, all from Niagara Falls University. He moved from Niagara Falls, New York, to Florida in 2006 and North Fort Myers in 2013, but he remains an avid Buffalo Bills fan!
A dedicated family man, Adam loves spending his time outside of work with his wife, Kelly-Ann, and their four children, Austin, Amelia, Maverick Myles and Scarlett Skye. His hobbies and interests such as Disney, competitive flag football, golf, theatre and writing all continue to fuel his passion for what he does every day, and his creative talents help propel Evolution Retirement Services forward.
Social Security & Tax Updates for 2026
Join us for a private educational event to learn how the OBBBA may impact your retirement—both now and in the future—and discover strategies to help build a foundation of tax-reduction retirement income.
Merriam Community Center - Loomis Room
6040 Slater St., Merriam, KS 66202
This is a FREE event with limited seating, reserve your spot now!
Wednesday, March 25th @ 6:30 PM - 8:00 PM
Thursday, January 15th @ 6:00 PM
Phone: 816-984-8620
Email: info@dskc1.com
Website: diversifiedsolutionsllc.com
The Power of Dual Expertise: Financial Strategy Meets Tax Precision.
Tax-Efficient Strategies to Protect Your Legacy
Join us for a private educational event to learn how the OBBBA may impact your retirement—both now and in the future—and discover strategies to help build a foundation of tax-reduction retirement income.
Thursday, May 28th
@ 6:30 PM
Maximize Your Retirement: Tax Strategies, Social Security, and Retirement Income
Live Retirement Planning Event
Join us for an educational workshop for retirees and near-retirees who want a clear, organized plan — not another product pitch.
Register by filling out the form below
Mid Continent Public Library - North Oak Branch
8700 N Oak Trafficway
Kansas City, MO 64155
Join Us
Your Hosts
Brad Buckler
Founder, CEO
David Stober
Financial Planner, CFP, CPA
Ways to help defuse the tax time bomb in your retirement accounts
How you can reduce taxes on your social security, even after claiming
Methods to help insulate yourself from the coming tax increases
Ways you can maximize your benefit in coordination with your retirement fund
Ways to help make your retirement assets work together holistically, reinforcing your retirement goals
How the One Big Beautiful Bill Act (OBBBA) will affect your social security and retirement outlook
What You Will Learn
Thursday, May 28th
@ 6:30 PM
Mid Continent Public Library - North Oak Branch
8700 N Oak Trafficway
Kansas City, MO 64155