Retirement Planning Services

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

Pat MullinsPat Mullins ★★★★★ Barbara O'GarrowBarbara O’Garrow ★★★★★ Mich was very personable. He answered all of my questions intelligibly and allotted me whatever time was necessary to make sure I had a clear and comfortable understanding of the information provided. I am extremely satisfied with the service(s) of the McAdams Group, LLC.Mark DoyleMark Doyle ★★★★★ I had a very good experience working with Richard Burt in reviewing our family financial plan. Strongly recommend him!!!!Response from the ownerMark, All of us at McAdams Group appreciate you taking the time to give Richard a 5-Star review. Fun fact, we just celebrated Richards 20 years of Excellent Service. 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. Susan EnglishSusan English ★★★★★ Richard helped me with some foreign financial issues. I appreciate all the help. Thank you.Response from the ownerSusan, thank you for your 5-star review. Matt SherwinMatt Sherwin ★★★★★ Michael Simpson walked us through the entire estate planning process, thoroughly explained every step, and answered all our questions thoroughly. He made a very stressful and confusing topic easy to understand.Response from the ownerThank you, Matt, for leaving a comment about your positive experience with our Estate Planning team and Michael Simpson. Barbara LyleBarbara Lyle ★★★★★ I met with Jeff and John. Jeff was very informative and helpful!Response from the ownerThank you for sharing your experience with John and Jeff. I’ll send them a shout-out on your behalf, Barbara. Debra StegallDebra Stegall ★★★★★ David and his team have managed our investments for over 3 years! He explains everything in our terms and it has been a fantastic outcome year by year. I highly recommend McAdams group to handle your finances.Response from the ownerDebra, thank you for the glowing review. I’ll give the team a shout-out on your behalf. Deborah FavaloroDeborah Favaloro ★★★★★ Trying to stay ahead of inflation in retirement is much better with this team to give me direction! Thank you!Response from the ownerThank you for the review, Deborah. We are so glad to hear that you enjoyed your experience with us. Deborah DuckettDeborah Duckett ★★★★★ Today I had the pleasure of speaking with Josh Vaughn from the McAdams group. He provided valuable insight about estate planning and the differences between a living will, trust and protected trust, as well as information about the McAdams company business, goals and values. He was very pleasant, professional, and extremely knowledgeable. I felt very comfortable during this interview. He patiently answered questions as they arose. I have decided to do business with the McAdams group for estate planning. I look forward to meeting the other members of the group and moving forward with the process.Response from the ownerDeborah, Welcome to the Estate Planning Family. We appreciate you taking the time out of your day and giving us a positive review. I’ll ensure that Josh knows you gave him such a positive review. Janet WilsonJanet Wilson ★★★★★ Stephen and I cannot say enough about the McAdams Group. We’ve learned so much from this team. It all started by joining an estate planning workshop David McAdams hosted. Since then, we’ve moved all our investments, tax work and trust creation (thank you Michael Simpson) to this business. I highly recommend the McAdams Group. They will set you up for success as you prepare for retirement.Response from the ownerJanet and Stephen, Welcome to the McAdams Group Family. We are so happy that we can help you find the retirement lifestyle that is right for both of you. 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.Response from the ownerHi Joy. Thank you for in trusting our Estate Planning team with your Living Trust. Michael Simpson is a class act and I’m glad to read that all of your questions were answered. Igal NidamIgal Nidam ★★★★★ Michael was great extremely knowledgeable very niceResponse from the ownerWe hope we’ll have another opportunity to serve you again, Igal. Karen 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!Response from the ownerThank you for the positive review, Karen. Our Estate Planning team and Michael Simpson do an amazing job of reflecting our high standards of service. Thank you for supporting our business and we look forward to hearing from your 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.Response from the ownerThank you, Nancy, for taking the time to leave a comment about your positive experience with our Estate Planning team and Michael Simpson. 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.Response from the ownerHi Mark. We’re delighted to hear about your positive experience with our Estate Planning team, particularly with Michael Simpson. Beth CaweinBeth Cawein ★★★★★ Great experience! All questions and concerns addressed.Response from the ownerBeth, thank you for the 5-star review. 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.Response from the ownerThank you, Vicki, for sharing your experience. I’m glad to have read that Frank and the McAdams Team were able to help you through the process. We are truly grateful to have clients like yourself. Joe HopkinsJoe Hopkins ★★★★★ Absolutely flawless work and seamless execution of our estate planning. We highly recommend Michael Simpson and the entire team at McAdams!!Response from the ownerJoe, thank you for taking the time to write us a review about your positive experience with the McAdams Group team and Michael Simpson. 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.Response from the ownerRaymond, we appreciate the 5-star review and thank you for trusting us with your Estate Plan. Michelle CarsonMichelle Carson ★★★★★ Excellent process. Would highly recommend.Response from the ownerThank you for the 5-star review, Michelle. 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! 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.