Retirement Planning Services

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

FEATURED ON:
tom christiansentom christiansen ★★★★★ One stop shop for taxes and investments.McAdams Group is focused on your lifetime of income through conservative investment vehicles.dsorrellfdxdsorrellfdx ★★★★★ Jeff did a great job of going through things and making sure we understood the pros and cons of issues.Response from the ownerWe’re so grateful for your positive feedback! A 5-star rating from you motivates us to continue providing top-notch financial planning services. Thank you for choosing 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. Kathy BilderbeckKathy Bilderbeck ★★★★★ Jeff is great! Always takes plenty of time answering our questions and explaining everything to us.Response from the ownerWe’re thrilled to receive your 5-star feedback! Thank you for trusting us with your financial planning. We’re thrilled to shout-out Jeff on your behalf and we’re always here to assist you! Maud MacArthurMaud MacArthur ★★★★★ I had some questions about Estate Planning. After I attended the webinar with David McAdams, l booked an appointment and I had the pleasure of working with Mike Simpson, my Estate Planning Coordinator. Mike was very knowledgeable and professional. His patience was parallel with his knowledge about Estate Planning. He was able to answer all of my questions and ensure that I was at ease with all of my concerns. As a result, I am now at peace with my future plans. Kudos to you Mike! You are an asset to the McAdams Estate Group, LLC!!Response from the ownerMaud, thank you for your wonderful review! We’re so glad to hear that the webinar with David and your experience with Mike exceeded your expectations. His knowledge and patience are truly valuable, and it’s great to know you feel at ease with your future plans. We appreciate your kind words and are proud to have Mike on our team! Linda Di Martino PollardLinda Di Martino Pollard ★★★★★ I was hesitant in starting my estate planning but Mc Admams Group make it easy and understanding. I would recommend them to all my family and friends. Thank you for making my assets protected all in one place for my children to handle easily upon my passing. Thank you so much!Response from the ownerThank you Linda for the stellar 5-star review! It’s fulfilling to know that our estate planning services have been beneficial to you. David McDonaldDavid McDonald ★★★★★ Everything we were looking for. Professional, thorough. Answered all our questions and asked a ton of questions to make sure plan was tailored to what we looking for in long term plan.Response from the ownerDavid, we’re glad our advisors could provide outstanding service for you and your family. The team at McAdams Group appreciates the 5-star review. Gail AdayGail Aday ★★★★★ Response from the ownerGail, it makes our day to hear that we could provide 5-star service. We’ll make sure the team receives your feedback. Eve PaltonEve Palton ★★★★★ We had a fantastic experience working with Michael Simpson during our estate planning session. He broke down the process in simple terms which made it easier to understand. Also, he was quick to provide quick and thoughtful answers to any questions that we had. If you’re in search of someone who really knows their stuff and can guide you through the estate planning process with ease, I recommend Mike. He is the best!Eve PaltonEve Palton ★★★★★ Michael Simpson made our estate planning session a breeze! He explained everything in simple terms and was super knowledgeable. Whenever we had questions, he had clear answers. If you are looking for the best, Mike is definitely your guy!Response from the ownerEve, thank you for your great review! We’re delighted that Michael made your estate planning session easy and clear. His knowledge and clear answers are invaluable. We appreciate your recommendation and are glad you had a wonderful experience with Mike! Therese TrainumTherese Trainum ★★★★★ Mike always present and providing verbal and written information in a manner I could understand. He is patient and personable. The program that the McAdams group provides for modifying your trust is reasonably priced and provides a long-term relationship with them and your executor after you pass.I strongly recommend designing or updating your revocable living trust with Mike.Response from the ownerTherese, thank you for your fantastic review! We’re thrilled that Mike’s clear communication and personable approach made a positive impact on your experience. It’s great to hear you found our trust modification program reasonably priced and beneficial. Your strong recommendation means a lot, and we look forward to assisting you again in the future! Robert FaulkRobert Faulk ★★★★★ Wonderful service. Very congenial serviceResponse from the ownerRobert, we’re delighted to hear that you enjoyed our congenial service. Providing a friendly and supportive experience is our top priority, and your feedback truly means a lot to us. We look forward to serving you again in the future! Suzi FraticelliSuzi Fraticelli ★★★★★ Michael was both informative and helpful in my estate planning process.Response from the ownerSuzi, thank you so much for your kind words! It’s great to know that Michael’s knowledge and attention to detail made the process easier for you. We appreciate your feedback! Stephen SwordsStephen Swords ★★★★★ Michale Simpson went above and beyond to set up our family trust. His knowledge and experience were invaluable and he made the entire process as easy as possible. He prepared all documents for us and made very specific lists of what my role was and how to take care of every detail. He took care of my entire family and all of our needs perfectly. Highly recommend!!!Response from the ownerStephen, thank you for your wonderful review! We’re glad Michael could make the trust setup easy and provide excellent support for your family. Your recommendation means a lot to us! Tom RaceTom Race ★★★★★ Michael is professional and knowledgeable.Response from the ownerTom, thank you for your review! We’re glad to hear that Michael impressed you with his professionalism and knowledge. We appreciate your feedback! Carl KnappCarl Knapp ★★★★★ Response from the ownerCarl, Five stars! We truly appreciate the review. Carlos RubensCarlos Rubens ★★★★★ Response from the ownerCarlos, the team at McAdams Group appreciates the 5-star review. Delroy ThompsonDelroy Thompson ★★★★★ Michael Simpson does an excellent job of planning and explaining all the nuances and intricacies of our estate plans.Response from the ownerThank you, Delroy! We’re glad to hear that you found our estate planning process clear and informative. Your feedback means a lot to us, and we look forward to serving you again! 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. Leticia CastroLeticia Castro ★★★★★ Response from the ownerLeticia, the team at McAdams Group appreciates the 5-star review. 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. 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.Response from the ownerJudy, the team appreciates your 5-star review, and I’m glad to have read that all of your questions were answered. I’ll give Richard a shout-out on your behalf. 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! 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

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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.