Retirement Planning Services

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


We specialize in generating income from your investments, so you can have the retirement you deserve.

Because your money doesn’t retire, YOU do!
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 shootout 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 shootout 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! 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! Chinnabbu EkambaramChinnabbu Ekambaram ★★★★★ As an Estate Planning Coordinator, Mike Simpson has helped my wife and I in creating a revocable living trust and related documents for us. He is very pleasant, thorough and knowledgeable and answered all our questions. He made the whole process easy to understand and completed it in a timely manner. We have no hesitation whatsoever in recommending Mike Simpson and McAdams Group to anyone interested in creating a revocable living trust and related documents.Response from the ownerHi, Chinnabbu. Thanks for taking the time to share your positive experience. We truly appreciate it! PhilPhil ★★★★★ McAdams Group has been taking care of my financial needs for years and I have recommended them to family and friends. David and Zane were extremely helpful in guiding me through my financial plans and investments for this year and years to come. I have complete trust and confidence in their knowledge and expertise.Response from the ownerHi, Phillip. We are thrilled to learn that you had a positive experience with us! lene Doninlene Donin ★★★★★ Response from the ownerHi, Lene. Thank you so much for rating your experience with us so highly! Matt GrundyMatt Grundy ★★★★★ Mike has been great. He made the process simple, answered all my questions and was there whenever I needed anything. I would wholeheartedly recommend himResponse from the ownerHi, Matt. Thank you so much for leaving us a stellar review! Jill BambridgeJill Bambridge ★★★★★ Mike was so helpful explaining everything. Also he did things so fast because we needed everything in place before we went for an extended trip!Response from the ownerHi, Jill. Your feedback is highly appreciated. Thank you for the review! Debbie KaeserDebbie Kaeser ★★★★★ McAdams Group takes excellent care of our financial investments and offers the options in an understanding manner we can follow.Response from the ownerHi, Debbie. We are delighted that you had a great experience with us. Thank you for taking the time to rate us! Kimberly MarshKimberly Marsh ★★★★★ We have worked with McAdams Group for all of our investments and retirement for the last 27 years. We also recently set up a will with the help of Michael Simpson. These guys are so easy to work with. They are organized, efficient, and work with our schedules. We also love how they explain everything in detail, so that we understand all our choices with regard to our finances. We highly recommend the McAdams Group!Response from the ownerHi, Kimberly. We appreciate the kind words and are glad we could provide you with a positive experience! js_loader

These are non-paid, client testimonials.

Our team approach to service has helped us earn a reputation for caring about our clients. We feel truly blessed that they have allowed us to be a part of their lives.

Our Combined 70 Years of Experience Will Help You Achieve a Lifetime of Financial Stability

Retirement Financial Planning

Factors such as inflation, taxes, and interest rates are often considered last when planning for retirement. As your retirement financial advisors, we provide you with a plan that analyzes all these factors first in relation to 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 aid 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. We are well-equipped to help you do so before you file your taxes.

Fiduciary Financial Advisor

Choosing a financial advisor to help you plan and save for retirement is one of the most important decisions you'll ever make. It is essential 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.

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 help you create 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 a major benefit, which is why tax-advantaged Individual Retirement Accounts (IRAs) and 401(k)s are so popular. But one of the most important aspects of owning an IRA or 401(k) is knowing the best ways to approach taking income or withdrawals from those accounts.

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 risk tolerance. 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 zone 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 all 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 healthcare expenses.
  7. Schedule Regular Reviews
    Last but certainly not least, we believe regular reviews will help you stay the course. Our firm’s success comes largely from our emphasis on client service. We strive to contact each of our clients at least four times a year.

We tailor our financial strategies to your individual needs and goals.

Sign up for our Free Financial Education Video Series

Click here to preview a short, animated video about seven common risks connected to retirement planning and how to avoid them. By recognizing and understanding these risks, you’ll be better prepared to build a sound financial strategy designed to protect your assets and provide reliable income for as long as you need it.

If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

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What Our Clients Are Saying About Us

* Current clients – no compensation for review.

Why Choose McAdams Group as Your Retirement Financial Advisor?

More From McAdams Group

The Retirement Income Program

Listen to our radio show hosted by David McAdams at 10 a.m. every Sunday on WREC 92.1 FM and at noon every Sunday on The Voice 107.9 FM or 990 AM.

YouTube Retirement Channel

Concerned about how market activity could affect your retirement? Join David McAdams and stay up to date with the latest market changes 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.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (877) 578-2226