Retirement Planning Services

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


Our specialty is to generate income from your investments, so you can have the retirement YOU deserve.

Because your money doesn’t retire, YOU do!

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! Phillip ClarkPhillip Clark ★★★★★ 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! KathyKathy ★★★★★ Michael was very professional, knowledgeable and helpful. I appreciate all his suggestions and patience. I would definitely recommend him and McAdams Group for your estate planning needs.Response from the ownerHi, Kathy. Thanks for taking the time to share your positive experience. We truly appreciate it! Michele HammondMichele Hammond ★★★★★ Every question I could think of has been answered, in addition to some I didn’t think of, and in a manner I could actually understand. Michael Simpson has been awesome, ensuring I was welcome to call back if I had additional questions or concerns, and simply helping me to navigate through each step and understanding the value of each product, now and in the future, not only for me but my beneficiaries as well. I HIGHLY recommend the McAdams Group for your estate planning!Response from the ownerHi, Michele. We are thrilled to learn that you had a positive experience with us! John HallJohn Hall ★★★★★ The whole group from McAdams Group has been very professional especially Michael Simpson. He is the nicest, most helpful and professional person I have ever delt with. He will answer any question you have and will explain in a way that I could understand. It was a painless experience.Response from the ownerHi, John. Thank you so much for leaving us a stellar review! Amanda KingAmanda King ★★★★★ I have now worked w/The McAdams Group for a couple of months & am so pleased w/their services. I have used them for Financial & Planning Estate Planning & feel so good about my plans! I highly recommend them both!Response from the ownerHi, Amanda. Your feedback is highly appreciated. Thank you for the review! Onica WallaceOnica Wallace ★★★★★ I highly recommend the McAdams Group for estate planning. The process was easy and clearly explained. All of our questions were thoroughly answered with patience. Everyone was friendly and professional. My husband and I have a piece of mind after completing our estate planning with the McAdams Group. Thank you Michael for your wonderful customer service!Response from the ownerHi, Onica. We appreciate the kind words and are glad we could provide you with a positive experience! Blake BarronBlake Barron ★★★★★ Response from the ownerHi, Blake. We appreciate the rating, and are glad we could provide you with a positive experience! Gary WagnerGary Wagner ★★★★★ Michael Simpson with the McAdams Group was extremely helpful and responsive in assisting us with a comprehensive estate plan, at a very affordable price as well.Bill KellyBill Kelly ★★★★★ Jewel StewardJewel Steward ★★★★★ Very satisfied with my serviceDavid HodgesDavid Hodges ★★★★★ Great experience setting up our trust. Process was easy and Michael was exceptional in his knowledge of trusts and his ability to communicate the details was very much appreciated. Highly recommend the services of the McAdams Group.Jeannie PresleyJeannie Presley ★★★★★ John LeahyJohn Leahy ★★★★★ Very informative and very patient with meDiana EnnisDiana Ennis ★★★★★ Seemless, timely, affordable setting up living trust..brings peace of mind.Carol Clardy StevensCarol Clardy Stevens ★★★★★ I posted unfavorable comments about David’s Group that I apologetically rescind. It’s my fault that I did not read the Annuity Docs. David is a very astute, sharp man of integrity.js_loader

These are non-paid, client testimonials.

Our team approach to service has helped us earn a reputation for caring about our clients and 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 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.

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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 92.1FM 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 David McAdams 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.