Retirement Planning Services

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

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.Lisa NuttLisa Nutt ★★★★★ We recently had the pleasure of working with Michael Simpson and highly recommend contacting him if you are searching for someone to help you with your estate planning needs. From our initial meeting to the finalization of our estate plan, Michael demonstrated a high level of expertise and explained everything to us in a way that was easy to understand. We felt very confident and informed throughout the entire process, which in itself, was completed in a very timely manner. Michael is very personable and genuinely cared about the well-being of us and our loved ones. Completing the estate planning process was MUCH easier than we anticipated with Michael’s assistance and he communicated and handled everything efficiently and promptly. We highly recommend Michael Simpson for all of your estate planning needs – we are very pleased with how the entire process was handled! Highly recommend!!Response from the ownerWe are delighted you had a pleasant experience with our Estate Planning service. We value the positive review and will make sure to give a BIG shout-out to Michael on your behalf. terry1milterry1mil ★★★★★ Response from the ownerHi, Terry1mil. We are delighted that you had a great experience with us. Thank you for taking the time to rate us! Luciana FlyntLuciana Flynt ★★★★★ Michael was awesome going over all my estate planning questions and concerns.Response from the ownerHi, Luciana. Thank you so much for leaving us a stellar review! Donna JacksonDonna Jackson ★★★★★ Very comprehensive meeting! I just spent 2 hours with Michael Simpson and he was great. Very thorough, answered all my questions and avails himself for further question and help as I might need. Well worth the time.Response from the ownerHi, Donna. We appreciate the kind words and are glad we could provide you with a positive experience! dwayne blountdwayne blount ★★★★★ Very professional and detailed.Response from the ownerHi, Dwayne. Thanks for taking the time to share your positive experience. We truly appreciate it! darlene cbdarlene cb ★★★★★ After attending an estate planning workshop over 15 years ago I knew that a will wasn’t enough. The price of $5000 -$7000 to do a living trust was more than we could afford. After seeing an ad for McAdams group on FB and scheduled a call. I am so glad I did. Not only was the price for setting up a revocable trust affordable but working with Michael Simpson was a pleasure. He was easy to work with and very professional. Setting it up was easy but more involved than I anticipated but he made himself available throughout the process. We especially appreciate how he explained everything in detail and encouraged us to ask questions I feel much better knowing that I have finally taken care of this important document. We highly recommend Mike Simpson at McAdams Group.Response from the ownerHi, Darlene. We are thrilled to learn that you had a positive experience with us! Charlene MitchellCharlene Mitchell ★★★★★ Very Good experience at McAdams Group with Mike Simpson. He was very instrumental in helping us set up our Estate Plan. He was thorough, answered all of our questions (as this planning IS a project) and was very thorough in explaining the finished product. Highly recommend Mike at McAdams Group.Response from the ownerHi, Charlene. Your feedback is highly appreciated. Thank you for the review! David MitchellDavid Mitchell ★★★★★ Awesome job! Very knowledgeable, thorough! and organized!Response from the ownerHi, David. We appreciate the kind words and are glad we could provide you with a positive experience! sarah shepherdsarah shepherd ★★★★★ Working with Mike Simpson in setting up a trust couldn’t have been a better and more helpful experience. This is something that you put off but know you must get around to it. He explained everything in such a caring way that it immediately put me at ease and educated me in what I needed and wanted. He guided me through every step from beginning to end and assured me he would always be there for me. I can’t say enough and am so relieved to have this finally taken care of. He took the stress out of something I had been dreading.Response from the ownerHi, Sarah. Thanks for taking the time to share your positive experience. We truly appreciate it! diley1231diley1231 ★★★★★ Very easy to understand and very professional serviceResponse from the ownerHi, Diley1231. We are thrilled to learn that you had a positive experience with us! Chris OlsonChris Olson ★★★★★ Very professional, thorough and detailed responses when we did have questions!Response from the ownerHi, Chris. Thank you so much for leaving us a stellar review! ANDREA WilkersonANDREA Wilkerson ★★★★★ Excellent service!Response from the ownerHi, Andrea. Your feedback is highly appreciated. Thank you for the review! John MoeschleJohn Moeschle ★★★★★ Very professional and accompanying foe all of your needs.Response from the ownerHi, John. We appreciate the kind words and are glad we could provide you with a positive experience! 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.