Retirement Planning Services

We can help you transform your savings into more reliable and consistent income that can last throughout retirement.

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Judy MillerJudy Miller ★★★★★ I am very pleased with Richard Burt of McAdams Group. He is extremely caring and takes time to explain the financial picture in terms that I can understand. He has been available to answer even the most basic questions. I would highly recommend the McAdams Group and Richard Burt in particular.bob thompsonbob thompson ★★★★★ Richard Burt has done an outstanding job handling our finances. Highly recommend.Response from the ownerBob, thank you for taking the time to share your feedback with us. A special shoutout will be given to Richard on your behalf. Charlene MitchellCharlene Mitchell ★★★★★ Frank Bailey at McAdams Group is great! He gave us great advice at our initial meeting last year and we have been very happy with the results. Very professional, yet has a great personality. We are very happy with Frank at the McAdams Group. Highly recommend them!Response from the ownerHi, Charlene. Your feedback is highly appreciated. Thank you for the review! Shirley VaughnShirley Vaughn ★★★★★ I would like to encourage anyone looking for a friendly, trustworthy, and very knowledgeable financial planner you should call David McAdams. Not only does he explain everything completely but in terms even new investors will understand. I feel my financial future is in the best hands possible and I can’t express how thankful I am that David and his wonderful team are looking out for me. Call them today! You won’t regret it!Response from the ownerShirley, I want to take a moment to express my sincere gratitude for your incredibly kind words. Your feedback means a great deal to us, and we truly appreciate you taking the time to share your experience. kirk alfordkirk alford ★★★★★ so happy and content knowing all my wishes are formally on paper and contained in a large leather binderResponse from the ownerIt brings us immense joy to know that our team was able to provide you with exceptional service, resulting in a 5-star experience. Thanks for the review, Kirk. Shafqat AnwarShafqat Anwar ★★★★★ Our Estate Planning process culminating in drawing up a Revocable Living Trust was carried out by McAdams Group LLC during May/June 2024. Initially, my wife Emily and I attended a webinar of David McAdams, which was very informative and I then got in touch with their office. Since then Mike- Michael Simpson has been our main contact during the entire process of initiation to conclusion of all documentation. We found Mike a thoroughly professional and helpful individual during the entire process leading to the drawing up of our Revocable Living Trust. He thoroughly explained all the details and responded to all our inquiries in a very prompt and exhaustive manner. He has always been very enthusiastic and courteous in responding to any clarifications we have sought from him and we have always felt that he knows his job well. It was indeed a great pleasure working with Mike. I have no hesitation in strongly recommending McAdams Group and Michael Simpson for anyone interested to get assistance with regard to their Estate Planning needs.Response from the ownerShafqat, I wanted to take a moment to express our heartfelt gratitude to you for your positive review and endorsement of the McAdams Group team. Your kind words mean a great deal to us, and we are truly appreciative of your support. Thank you once again for your confidence in our services. Evelyn MetcalfEvelyn Metcalf ★★★★★ Working with Kelly Booker to tidy up some records with a custodian for our Trusteeship. I appreciate her persistence and follow up with that custodian to find a solution and to tidy up any mistakes in that custodian’s record so that funding plans could move forward. Thanks!Response from the ownerIt makes our day to hear that we could provide 5-star service. We’ll make sure that Kelly receives your feedback. Ed KeaheyEd Keahey ★★★★★ Excellent meeting with Jeff Farrell. Very professional and thorough. Look forward to continuing to work with him and David.Response from the ownerHi Ed, We appreciate the 5-star review and taking the time to give Jeff a shoutout. We look forward to working with you again. Anne FosterAnne Foster ★★★★★ Have had a great experience dealing with McAdams Group LLC!! David and Frank extensive experience with their help with our business is very reassuring!! Kelly has made the signing up process so easy and her customer service skills are really helping!! Over all a great experience 👍👍👍Response from the ownerAnne, I want to take a moment to express my heartfelt gratitude for the time you took to provide Frank, Kelly, and me with your feedback. Your input is extremely valuable and is a testament to the exceptional qualities of our team. We genuinely appreciate your thoughtful gesture. Luella CoxLuella Cox ★★★★★ Mike was very thorough and patient with me. I highly recommend him.Response from the ownerLuella, thanks for the 5-star review and letting us know about your experience! I’ll give Mike a shoutout for you. Patricia ChurchPatricia Church ★★★★★ This morning I met with McAdam’s Adviser, Zane Fowler, to go over my investments. I am pleased I have had the opportunity to talk with him. His knowledge and professionalism are impressive. I found his input and guidance to be invaluable! I am pleased I have had the opportunity to talk with him and I look forward to working with him in the future.Response from the ownerWe greatly appreciate your kind words and are thrilled to hear that we were able to deliver 5-star service. Your feedback will be shared with the entire team, including Zane. Thank you for taking the time to let us know about your experience. Linda ScrewsLinda Screws ★★★★★ The David McAdams Group is the most trustworthy and honest financial advisory group a person could ever want. David or another advisor in group has handled our accounts for at least 10 years, probably longer, and we have been completely satisfied with the transactions made. Recently, Zane helped us and did an excellent job. We highly recommend the David McAdams Group.Response from the ownerThank you very much, Linda, for the glowing review. We greatly appreciate your positive feedback and endorsement. It is our pleasure to assist clients like you. Glenda SlaterGlenda Slater ★★★★★ My husband and I have been clients of The McAdams Group well over 20 years and we are very happy that we met David and his staff. We have been serviced very well with outstanding advice on our finances and being encouraged to start a Healthcare Insurance policy years ago, as it has been beneficial to my spouse at this time. I also appreciate staff checking in every 6 months or so for updates on our progress. Thank you David, Zane and all the staff for excellent services over the years. 👏👏John and Glenda SlaterResponse from the ownerGlenda, I wanted to take a moment to express our heartfelt gratitude to you for your positive review and endorsement of the McAdams Group team. Your kind words mean a great deal to us, and we are truly appreciative of your support. Thank you once again for your confidence in our services. Tom DearingTom Dearing ★★★★★ The McAdams Group was very easy to work with. David McAdams met with me and my wife several times to educate us on our options for financial planning. The educational approach had no pressure or sales pitch. The McAdams Group staff was professional and friendly. A special note to Kelly Booker. She was an absolute joy to work with.I would recommend the McAdams group to anyone wanting to be educated on their financial options and financial planning with no stress.Response from the ownerIt makes our day to hear that we could provide 5-star service, Tom. We’ll make sure the team receives your feedback. Elaine AtkinsElaine Atkins ★★★★★ Zane was very knowledgeable and patient, explaining the different investment opportunities and strategies. I had a very productive meeting with him.Response from the ownerElaine, I’m pleased that you enjoyed your experience with Zane! We appreciate the great review and look forward to working with you again.  Dave HansonDave Hanson ★★★★★ I worked with this group, Mike Simpson specifically, and was very happy with the outcome. All my questions were answered and the process moved along quickly and at my pace. I have been putting off this process for years and am glad I finally got around to taking care of setting up my trust. I highly recommend working with Mike.Response from the ownerDave, we appreciate the 5-star review and you taking the time to let us know about your experience! I’ll give Mike a shoutout on your behalf. SA Hayes (saha0209)SA Hayes (saha0209) ★★★★★ It has been an honor and pleasure working with Mike Simpson at McAdams Group, LLC. I have gained a wealth of knowledge, wisdom and a found purpose of understanding in setting up my Living Trust. It was something that I needed to do, but kept putting it off. I have a sense of peace and joy knowing my love ones will be taken care of, thank you for all the help. Really Appreciate It.Response from the ownerHi SA. We appreciate the glowing review and thank you for trusting our Estate Planning team with your Living Trust. I’ll shout out Michael on your behalf. Ida Mc CrayIda Mc Cray ★★★★★ I was STUNNED at the attention, explanations and much needed hand holding I received from Mike. This has eliminated the guess work of what to do when I die. This has relieved my unspoken stress. No more guessing and confusion it all laid out clearly. Not only do I recommend them, but it is a MUST do.PS. We all have a date with the dust so DO IT! Besides this has been the best money I have spent in years. What a relief! Thank yoll.Response from the ownerIda, thank you for the fantastic review. Our Estate Planning team and Michael Simpson, with their unwavering commitment to our high service standards, do an amazing job. Thank you for supporting our business. Ruth WeaverRuth Weaver ★★★★★ I was totally please with my conversation with Zane Fowler and he resolved all my issues.Response from the ownerRuth, thank you for the 5-star review and for entrusting our team with your finances. danielw65danielw65 ★★★★★ Mic and McAdams Group took great care and attention in walking us through our estate planning. We had very specific requests and they came through with flying colors. They even have an online portal to view and manage your account any time! We highly recommend getting a trust with McAdams Group and Mic. We are very satisfied.Response from the ownerDaniel, the estate planning team is truly grateful for your positive review and heartfelt endorsement. Robin HarcumRobin Harcum ★★★★★ Mike Shellenberger assisted me with my Estate Planning, and I was gratified with his professionalism, knowledge during the review of my trust documents, and his pleasant personality. Mike made the creation of a trust comfortable.Response from the ownerRobin, the team appreciates your 5-star review and I’ll be giving Mic a shout-out on your behalf. Roberto VRoberto V ★★★★★ Response from the ownerRoberto, Whoa, our team appreciates the 5-star review, and we are grateful to be your first review. John OlivasJohn Olivas ★★★★★ Michael Simpson with McAdams Group has a great work ethic to help bring all our financial assets and decisions into a position that will get from this generation into the next.We recently experienced a loss of a parent that has broken sibling relationships due to probate with asserts that came up. In our situation, it was a vehicle and small tract of land. We have seen this with many families in our community and feel that a Non Revocable Living Trust is essential with all families reading this message!Some time and follow up work is required, but please pass on your Revocable Trust documents, because it will solve many of the issues relating to YOUR funeral, health and financial recommendations!Your siblings will love it!!!Please, take the time!Response from the ownerJohn, Thank you for trusting our Estate Planning team with your family’s legacy. Our services don’t end upon delivery of your trust; whenever you need an answer to a question, our support team is ready to help. js_loader

Our Combined 70 Years of Experience Will Help You Ensure a Lifetime of Financial Stability

Retirement Financial Planning

Factors such as inflation, taxes and interest rates are often considered last when planning a more comfortable retirement. As your retirement financial advisor, we provide you with a financial plan that analyzes all these while aligning with your post-work goals.

Estate Planning

Determining how to distribute the wealth you have accumulated and preserved gives you peace of mind as you reach your golden years. Enlist the help of our highly trained advisors to help ensure meticulous planning for your money and other assets.

Tax Planning

You should know about the taxable portion of your Social Security and related retirement income tax liabilities. Your financial education should go as far as helping you reduce your tax burden. Our financial advisors are well-equipped to assist you in doing so before you file your taxes.

Fiduciary Financial Advisor

The financial advisor you select to help you plan and save for retirement is one of the most important decisions you'll ever make. It’s important to find an advisor whose strategies are aligned with your needs. Another good idea when you’re looking for an advisor is to find one who is a fiduciary financial advisor.

Investment Management

Our advisors will work with you to help provide the guidance and advice you need for strong long-term investment performance. We will provide a strategy based on your specific goals and needs with individualized help every step of the way.

Rollover IRA

When it comes to growing your money over the long-term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement.

We Follow Our 7-Step Educational Process to Help You Achieve Your Financial Goals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.

  1. Identify Lifetime Objectives & Strategies 
    We don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.
  2. Determine Your Risk Profile 
    How much of your money should be in the stock market? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns.
  3. Understand All of Your Options 
    Some advisors are not willing to spend the time to educate you. We believe an informed client is a good client. We believe peace of mind may come from understanding your options.
  4. Build Your Portfolio 
    Your personal preferences as well as your cash flow needs are some of the factors that determine your investment allocation. In building your model, we educate you about today’s more conservative income-generating investments, so you can make informed decisions.
  5. Optimize Your Investment Allocations
    If desired, we will help you allocate the equity portion of your investments in conjunction with modern portfolio theory and mean-variance optimization.
  6. Identify Tax Reduction and Asset Preservation Strategies
    Once your investment allocation is completed, we help coordinate your affairs. Our focus is on minimizing income taxes and future death taxes as well as helping to potentially protect you and your assets from health care expenses.
  7. Schedule Regular Periodic Reviews 
    Last but certainly not least, we believe regular periodic reviews will help you stay the course. Our firm’s success in large part comes from an emphasis on client service. We strive to contact each of our clients at least four times a year.

We tailor our financial strategies based on your individual needs and goals.

Sign up for our Free Financial Education Video Series

Preview the short animated video above which illustrates some important facts about retirement. By understanding how certain patterns in the financial markets tend to repeat themselves, you’ll be better prepared to focus on strategies that can help you avoid damaging losses to your retirement savings.

If you like what you see, enter your information in the form below to sign up for our financial education video series.

What Our Clients Are Saying About Us

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Why Choose Us as Your Retirement Financial Advisor

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The Retirement Income Program

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Free Financial Reports

Access all of our financial reports for free to learn more about topics like investing for income, retirement risks, estate planning and annuities.