Retirement Planning Services

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

FEATURED ON:
Joy DeseoJoy Deseo ★★★★★ Mr. Michael Simpson helped use with our Living Trust paperwork’s. He explained it to me and my husband in a simple, detailed term that we can understand and answered all our questions. He took his time, no rushing on explaining to up. His manners very gentleman and professional. Thanks, Mr. Simpson, for all your help. I will highly recommend you to our friends.Igal NidamIgal Nidam ★★★★★ Michael was great extremely knowledgeable very niceKaren FormosaKaren Formosa ★★★★★ I feel that Mike Simpson from McAdams Group did a Great Job with my Estate Planning Documents! He explained everything so clearly and answered all my questions! Now it is up to me to get my Trust funded and then I can finally relax feeling such a Peace of Mind with my Trust in place! I feel such a comfort zone that my Boys will have no issues settling my affairs after I’m gone, since the Binder they provided to me will answer all their questions. I’m very Thankful to the McAdams Group and I intend on recommending them to my Family and Friends!Nancy FireNancy Fire ★★★★★ I received excellent assistance from Michael Simpson. I came into this program knowing very little about what I needed to do. He coached me several times and now I’m working on the final product. He always was there for me and I trust his work so much.Mark OrrMark Orr ★★★★★ Mike was very thorough and deliberate in helping me through the planning process, especially explaining each of the key documents. Very easy to work with. Answered all my questions.Beth CaweinBeth Cawein ★★★★★ Great experience! All questions and concerns addressed.Vicki StampVicki Stamp ★★★★★ Mike and the team at McAdams have been great to work with. They explain things well, address all of my questions, and have been timely with follow-up. It’s a detailed process, but they have been patient with me getting through all of the steps.Joe HopkinsJoe Hopkins ★★★★★ Absolutely flawless work and seamless execution of our estate planning. We highly recommend Michael Simpson and the entire team at McAdams!!Raymond CarsonRaymond Carson ★★★★★ McAdams Group has an outstanding model in completing Trusts and Wills at a great price. There is also a link for continued review and inexpensive cost for any modifications.Michelle CarsonMichelle Carson ★★★★★ Excellent process. Would highly recommend.April DukeApril Duke ★★★★★ Mike with the McAdams Group was fantastic!! He was attentive & readily available to answer all our questions. My previous will attorney wanted to charge $300 just to answer a question over the phone (with a will we had just made 6 months prior). I would highly recommend him for all your Estate Planning needs. Mike goes above and beyond to meet your needs and their prices are hard to beat!Response from the ownerApril, we love to hear that you had a fantastic experience with Mike and the Estate Planning team. We are lucky to have clients like yourself. Thank you for the 5-star review. Charlotte BoyerCharlotte Boyer ★★★★★ Michael Simpson was empathetic, patient and walked me through each step of the Estate Planning process. He assured me that he and his firm is available each step of the way. He put my worries at ease. Thank you for your guidance and expertise. I would recommend his services to anyone thinking about Estate Planning.Response from the ownerCharlotte, we appreciate you taking the time to write such a thoughtful review. We’re thrilled that you were satisfied with our services. We hope to be of help again soon! Robert NaroRobert Naro ★★★★★ I was having an issue with an account I had a Schwab and contacted Alexcis Givens at McAdams and she worked with Schwab to completely resolve the issue without me having to spend any time of effort on my part. Very professional ThanksResponse from the ownerAppreciate you, Robert, for taking the time to Shout Out Alexcis. Alexcis puts in the work to provide our clients with premium customer support. Judy LutherJudy Luther ★★★★★ Kelly Booker is an incredible asset to the office. She exuded confidence and determination in my first meeting. And, she hit the ground running like a race horse.on my behalf. She could not have been more efficient.In addition, she was personable, warm, and genuinely compassionate during a difficult time in my life. I met a “friend” in the first meeting. Kelly, both professionally and personally was a champion. So thankful for Kelly!Response from the ownerJudy, this review is what drives us as a team and individually to provide the best customer service we can. Kelly has been a great addition to the McAdams Group; she’s a force. Saw this review and had to shout her out right away. Much appreciated. Upendra J ChivukulaUpendra J Chivukula ★★★★★ Mike Simpson is quite knowledgeable and patient in explaining and answering questions.Response from the ownerUpendara, education is vital in our industry. I’m glad Mike was able to provide you with excellent service. Lucrecia ChivukulaLucrecia Chivukula ★★★★★ He was informative, patient and took his time to answer all our questions. Thank you for being a great professionalResponse from the ownerThank you for taking the time out of your day and trusting the McAdams group with your questions. Barbara WhiteBarbara White ★★★★★ He’s great and very helpful.Response from the ownerWe are delighted to read that you had a positive experience, Barbara. Jane E. ShattuckJane E. Shattuck ★★★★★ I have been very happy with the care the McAdams Group has taken with my personal affairs. Mike Simpson took time to be sure I understood the ins and outs of my revocable trust and answered a million questions about my specific situation. The general information provided in the initial webinar was clear and understandable. I am glad to have their support as I organize my financial life and death. Excellent experience and highly recommended!Response from the ownerJane, thank you for taking the time to write such a terrific review. We value you as a client. I’ll give a shout-out to the McAdams team on your behalf. nancy detlingnancy detling ★★★★★ Excellent experience.Response from the ownerWe are delighted to read that your experience was excellent. We appreciate the review, Nancy. Peter SobieskiPeter Sobieski ★★★★★ The staff and our account reps are professional and courteous. We moved mom’s account from another firm due to the lack of communications and ease of handling our mom’s accounts. We have been pleased with the investment choices that they have recommended and executed. Would highly recommend them to others for their own or when they are taking care of their parents accounts.Response from the ownerPeter, thank you for taking the time to write such a thoughtful review. Our operations department works extremely hard, and I’m glad I can shout them out on your behalf at our next meeting. Gara TooheyGara Toohey ★★★★★ Zane was fabulous to work with! I look forward to speaking with him this summer!Response from the ownerGara, thank you for your review. Zane has been a great addition to our company. I’ll give him a shoutout on your behalf. Debra FlemingDebra Fleming ★★★★★ Very pleased with the results and attention we received.Connie PeytonConnie Peyton ★★★★★ Joe WilliamsJoe Williams ★★★★★ When i decided to go forward with my Trust setup i interviewed 2 potential companies and decided to go with McAdams Group. I made the best choice. Michael Simpson and crew took great care of me.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

* Current clients – no compensation for review.

Why Choose Us as Your Retirement Financial Advisor

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The Retirement Income Program

Listen to our radio show hosted by [CEO Name] at 10 a.m. every Sunday on WREC 92.1FM and at 12 p.m. every Sunday on The Voice 107.9 FM or 990AM

YouTube Retirement Channel

Concerned about how market activity could affect your retirement? Join [CEO Name] and stay up to date with the latest market updates on our Youtube Channel.

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.