Retirement Planning Services

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

Mark HaleyMark Haley ★★★★★ I’ve been working with David for the last 4 years for all of our financial, retirement, and estate planning needs and have had nothing but excellent results. I would highly recommend David and his professional, courteous staff.Sheila HaleySheila Haley ★★★★★ Thank you Mr. McAdams & staff for all you’re doing to insure our retirement is the best it can be!Deb SnowDeb Snow ★★★★★ Mic was extremely helpful in all aspects of getting a trust set up . He provided me with the confidence that all my documents would be handled in a professional manner. He was very interested in our needs and still provides assistance when needed. I appreciated the conversations and ability to relate to my questions and concerns.Alison ScottAlison Scott ★★★★★ Kelly Booker was supportive and helpful as we navigated the loss of my aunt and the need to work through her financial affairs. I appreciated her kindness during a difficult time.Response from the ownerAlison, our team is sending you lots of love and positivity. We are a call away if you need any additional help. Shane HelveringShane Helvering ★★★★★ I was very skeptical at first about setting up a trust, but Michael showed extreme patience and took the time necessary to answer my questions and alleviate all of my concerns. I highly recommend Michael.Response from the ownerShane, Michael, and I appreciate your honest review. Many have felt the same way. Thank you for trusting us. Deanne HelveringDeanne Helvering ★★★★★ Michael was easy to work with and explained the process very thoroughly!Very pleased!Response from the ownerWe really appreciate the 5-star review, Deanne! We enjoy shouting-out Michael; he truly deserves it. Kenneth DoldKenneth Dold ★★★★★ Gary Osing has been taking care of myself and wife since we retired. I have all confidence in him and the McAdams Group.Response from the ownerKenneth, I want to express my gratitude for your feedback and the 5-star review. We truly value you as a client. Mac ChonolesMac Chonoles ★★★★★ Outstanding guidance from professionals to care about me and my concerns. Thanks for the peace of mind.Response from the ownerMac, we appreciate you as a client. I’m always delighted to give a shout out to the financial team and Jeff for providing you with excellent service. James CaliJames Cali ★★★★★ Michael Simpson was very helpful and knowledgeable in the area of Living Trust. We were thoroughly guided through the process which made us feel our plans were well managed and complete.Response from the ownerHi James, Thank you for trusting our Estate Planning team with your Living Trust. Michael Simpson loves what he does, and it shows time and time again when responding to reviews like yours. Ephraim GwebuEphraim Gwebu ★★★★★ Mr Simpson was thorough, highly knowledgeable and very patient.Response from the ownerThank you for taking the time to give the Estate Planning team and Mike a 5-star review, Mr. Gwebu. Lillie Aboungleen KingLillie Aboungleen King ★★★★★ Response from the ownerLillie, thank you for the 5-star review. Woo hoo! Cecilia OlivasCecilia Olivas ★★★★★ I’m very happy with the awesome job Mic did for me. He was very patient answering my questions. He made me feel very comfortable understanding all the paperwork. Mic is the absolute best. I have peace of mind now. Thank you very much Mic.Response from the ownerCecilia, thank you for taking the time to give Mic a glowing review very much appreciated. Sally SalvatoriSally Salvatori ★★★★★ Highly recommend!!!Response from the ownerHello Sally. The team appreciates your 5-star review. alyse winstonalyse winston ★★★★★ Michael has really made this process very understandable for me. He’s available for questions and clarifications and very approachable. He has a good sense of humor as well! This legal stuff can be a little dry, after all!Response from the ownerHi Alyse. We’re delighted to hear about your positive experience with our Estate Planning team, particularly with Michael Simpson. Bruce WhiteBruce White ★★★★★ My wife and I were very pleased with Michael Simpson of the McAdams Group. Michael is very personable individual and took the time to answer any questions as well as fully explain each section of the Revocable Living Trust. My wife and I had spoke to other firms in the about setting up a Revocable Living Trust but Michael reinforced the fact that we made the right decision in choosing the McAdams Group.Response from the ownerThank you for the positive 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. Jc AriasJc Arias ★★★★★ This is the best decision I have taken in my life, I wish I had known earlier.Thank you Michael for all your help and assistance in this issue!Response from the ownerMr. Arias, the team appreciates your 5-star review and I’ll be giving Michael a shout-out on your behalf. Roxanne PietkaRoxanne Pietka ★★★★★ My husband and I have had an exceptional experience working with McAdams Estate Group, moreso our relationship with Michael Simpson. He’s extremely knowledgeable, and patient, to have helped us understand why putting together an estate plan was(is) so important to have in place. It was the best decision we’ve made!Response from the ownerThank you, Roxanne, for sharing your experience. I’m glad to have read that Michael and the Estate Planning Team were able to help you through the process. We are truly grateful to have clients like yourself. Tracy EggersTracy Eggers ★★★★★ Response from the ownerTracy, our team appreciates the 5-stars. Thank you. Jan LigmanJan Ligman ★★★★★ We have nothing but praise for Mike. He helped us navigate through our estate planning. Neither my husband nor I had any idea what do to. He spoke to us in a manner that was easy to grasp. He made sure we followed through with our “assignments” and hence we completed it in a timely manner. I would highly recommend him. We did it all through the mail and Zoom meetings because we are in a different state. Thanks Mike!Response from the ownerJan, thank you for attending our webinar and trusting us to help you with your estate plan needs. Richard LigmanRichard Ligman ★★★★★ Micheal Simpson and the whole staff at McAdams group were totally professional. They were very polite and fun to take on this .Response from the ownerWe really appreciate you taking the time to leave us your 5-star review. It means a lot to the whole team. Neil LindquistNeil Lindquist ★★★★★ Explained everything, good follow up.Response from the ownerNeil, thanks for choosing to work with us. Celeste RogersCeleste Rogers ★★★★★ Michael was great and so very thorough. He answered all of our questions and went the extra mile. Highly recommend this group and Mike! —Celeste and Dave Roger’sResponse from the ownerCeleste, thank you for taking the time to give our estate planning team a 5-star review. Karen MKaren M ★★★★★ Mike made the trust experience easy by taking time to answer our questions and walking us through the process. Hopefully, it will be easier on our family and no probate court costs!Response from the ownerKaren, we will pass the wonderful news to Mike and the estate planning team. We appreciate you doing business with us. Chris KardohelyChris Kardohely ★★★★★ Mic Shellenberger made our estate planning process much less stressful. He was patient and went through our delivery meeting, explaining every step. All of our questions were answered completely. We now have that piece of mind we wanted with our future plans and goals.Thanks, Mic, McAdams, and Estate Guru!Response from the ownerChris, thanks for the 5-star review and taking the time to shout-out Mic and the estate planning team. 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.