Retirement Planning Services

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

FEATURED ON:
Gwendolyn WuoriGwendolyn Wuori ★★★★★ I have been a customer since 2021. I am pleased with the availability of the counselors, and with their willingness to answer my questions regarding my account.Kim MorrisKim Morris ★★★★★ Excellent Experience. Michael Simpson was through, kind, very experienced and left no stone unturned. I can rest easy now that Everything is taken care of. He is THE BEST, and I have already recommended him to several of my friends. He is very affordable compared to other Trust Advisors.I’ve always told my daughter, every single day you walk out that door there is NO guarantee you will be walking back through that door that night.Take care of Yourself – Take care of Your Family.Gloria GaineyGloria Gainey ★★★★★ Thank you, Mic, for your excellence in putting my Trust together.Your friendly, professionalism, patience, and guidance are much appreciated!! Totally enjoyed working with you.Response from the ownerThank you for the kind words! We’re so glad Mic made the experience smooth and enjoyable. Your trust and appreciation mean a lot! Joanna MachucaJoanna Machuca ★★★★★ I just completed my Trust and all required paperwork. I am so glad I contacted McAdams Group. Michael Simpson did a great job making the process simple and painless. I feel confident with the decision I made with the McAdams group. Thank you, Michael for all your help. Thanks to you, I have no worries.Response from the ownerThank you for the wonderful review! We’re so glad Michael made the process simple and gave you peace of mind. Your confidence in McAdams Group means everything to us! C. P.C. P. ★★★★★ Mr. Simpson is very knowledgeable. He takes the time to answer all questions and walks you through the process step by step.Response from the ownerI’m glad Michael took the time to guide you through the process—it’s exactly the experience we aim to provide. Sandra ArcaroSandra Arcaro ★★★★★ The entire process with McAdams Grp has been a pleasure. From the initial online presentation to the execution of our new trust, it was informative and refreshingly easy. Michael Simpson is so knowledgeable and readily answered all my questions, even when I asked the same question several times. I have and will continue to recommend Michael Simpson and team to friends and family.Response from the ownerSandra, thank you for the great feedback. I’m so glad to hear Michael made the process smooth and informative—we truly appreciate your trust and your referrals! Constance ThomasConstance Thomas ★★★★★ Response from the ownerThank you for the 5-star rating! We truly appreciate your support. Licia PhillipsLicia Phillips ★★★★★ Mike with the McAdams Group was so very helpful with setting up my Trust. He made it a wonderful experience. I feel good about the decisions made to make sure my family will be taken care of.Response from the ownerThank you for sharing this, Licia. I’m so glad Mike made the process a positive and reassuring experience. It means a lot to know you feel confident about the future for your family. Janene BettertonJanene Betterton ★★★★★ Mic Shellenberger was great! He explained everything clerly, was personable and patient. Would reccommend him in a heart beat!Janene BettertonResponse from the ownerThank you, Janene! I’m so glad to hear Mic took great care of you. We truly appreciate your trust and recommendation! theresa chadytheresa chady ★★★★★ Response from the ownerThank you for the 5-star rating! We truly appreciate your support. Ed ChadyEd Chady ★★★★★ Response from the ownerThank you for the 5-star rating! We truly appreciate your support. Zarna AminZarna Amin ★★★★★ Mr. Simpson was a great help and navigated us in every step with lots of patience and calmness.Response from the ownerThank you, Zarna! I’m so glad to hear Mr. Simpson guided you through the process with patience and care. We truly appreciate your trust in our team. Karen BanksKaren Banks ★★★★★ Response from the ownerKaren, thank you for the 5 stars! We truly appreciate your support and trust. John HayesJohn Hayes ★★★★★ Service was excellent. Kelly always followed through even when dealing with difficult agents from other companies. Wishing you much success in the future.Response from the ownerThank you for the kind review! We’re so glad to hear Kelly provided excellent service and stayed on top of everything—even in challenging situations. Your well wishes mean a lot, and we’re here for you anytime you need us in the future! Ella SissonElla Sisson ★★★★★ Response from the ownerElla, thanks so much for the great rating! We’re glad we could serve you well. Wile EWile E ★★★★★ This is a wonderful team! They are always willing to answer questions and give the best customer service possible. I am glad I made the move to McAdams Group!😀Edit: This team is wonderful. Kelly is a terrific addition and has helped me tremendously. I appreciate the time and attention Kelly provided when I was in need. I highly recommend McAdams Group! 😍Response from the ownerWile, thank you for your great review! We’re happy you had a positive experience with our team. Your praise for our customer service means a lot to us. We look forward to serving you again! Sherie BelflowerSherie Belflower ★★★★★ Response from the ownerSherie, we’re grateful for your 5-star review! It means a lot to our team. PAtricia SullivanPAtricia Sullivan ★★★★★ Response from the ownerPatricia, thank you! We’re so happy you had a positive experience with us. Julie CoxJulie Cox ★★★★★ Michael Simpson with McAdams Group LLC(Retirement Income Source) was outstanding to work with! He made setting up a trust so easy. They handle everything! You won’t regret giving Michael a callResponse from the ownerJulie, thank you for the great review! We’re so glad Michael made the process easy and stress-free. We appreciate your trust and recommendation! V SmithV Smith ★★★★★ Excellent service from Kelly Booker and Richard Burt. The onboarding process was professional and with expertise. I was introduced to this group through a seminar my husband and I attended. Kelly was very patient through initial process when onboarding. Richard has offered nothing but his industry expertise through the whole process. I have been well pleased with the service.Response from the ownerThank you V. Smith for your thoughtful review! Our financial team works hard to ensure every client feels informed and empowered throughout their planning journey. We’re so glad our dedication to education made a positive impact on your experience. We’re always here to help whenever you need us! Terrie MiddletonTerrie Middleton ★★★★★ My experience with McAdamS Group has been great so far. I was a little apprehensive about working with them at first because they are not located in my state. Frank Bailey was patient and walked me through investment opportunities to grow my retirement income. He broke it down so that I as a novice I could understand and make an informed decision. Kelley Booker is amazing, I love how she is personable while still very professional and efficient. She did not rush to the point although I am sure she had other clients to assist. So far I would recommend them if you are trying to grow your retirement income without unacceptable high risks.Response from the ownerThank you for taking the time to leave us a 5-star review! We’re glad to have had the opportunity to assist you in your financial planning journey. Terrie, we will make sure to shout-out Frank and Kelly on your behalf. Harry RodenhiHarry Rodenhi ★★★★★ Mic Shellenberger, and the entire McAdams team that I worked with were very professional and helpful through the entire Estate Planning process. Thanks for the peace of mind you have provided to myself and our whole family!Response from the ownerHarry, thank you for your wonderful review! Mic go above and beyond to make estate planning a smooth and stress-free process, and we’re so glad you had a great experience with our team. We appreciate your trust. mamunur khanmamunur khan ★★★★★ Response from the ownerMamunur, the team at McAdams Group appreciates the 5-star review. Judy StigallJudy Stigall ★★★★★ Kyle Wright was excellent in explaining all the details about my investment and the changes that we were making. I was greatly impressed by his knowledge and his ability to clearly explain the reasons for the decisions made concerning my investment. I would highly recommend him to anyone needing financial advice and guidance.Response from the ownerJudy, thank you for your 5-star review! Our CPAs take great pride in providing expert tax planning services tailored to each client’s needs. We’re so glad Kyle was able to offer valuable insights and guidance. We appreciate your trust and look forward to assisting you in the future! Mary GreerMary Greer ★★★★★ We could not have asked or prayed for a more professional, understandable, patient and thorough handling of my Mom’s trust. This was handled with such ease and expertise we were all amazed and proud to have this representation! Kudos!!Response from the ownerMary, thank you for the 5-star review! We’re so happy to know that you had a great experience with our team. Your support means everything to us, and we look forward to serving you again. 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.