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!

Diana 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.douglas kaufmandouglas kaufman ★★★★★ Michael was very informative and answered all of my questions.Chris coxChris cox ★★★★★ We had been dreading going through the process of setting up a trust. Mike made it quick and easy and answered all of our questions along the way! Don’t put it off!glenn keithglenn keith ★★★★★ Jerry and Lisa KeepersJerry and Lisa Keepers ★★★★★ Working with Michael and Frank has been a great experience. We didn’t have to worry about a thing and felt completely taken care of!William HydockWilliam Hydock ★★★★★ I worked with Michael Simpson and Mike took great great care of me. I would recommend him to my whole familyPatricia ChurchPatricia Church ★★★★★ Mike Simpson did an excellent job setting up my Trust, and I sincerely appreciate his professionalism, knowledge and friendly approach.KasandraKasandra ★★★★★ Michael Simpson was very patient and understanding throughout my estate planning process.Response from the ownerHi, Kasandra. Thanks for taking the time to share your positive experience. We truly appreciate it! Francine BlackmonFrancine Blackmon ★★★★★ We worked with Mike Simpson at the McAdams Group on our estate trust planning. We were very pleased with the process. Thank you Mike and the McAdams Group.Kathy KramerKathy Kramer ★★★★★ David and his group of advisors have helped us achieve a plan for our future. They are thorough in details and willing to assist at anytime. We are very pleased with our choice of McAdams Group, LLCpositive golferpositive golfer ★★★★★ David has the best teaching attitude that is very patient until you fully understand.Sense doing business with him I have not worry about the financial markets.Don’t hesitate to do business with him because you will be in fantastic hands.E. W. Golden, Lakeland Tennessee.Ken BurnetteKen Burnette ★★★★★ My wife and I had a consultation with the McAdams group after going to a seminar. We found the entire group to be knowledgeable, professional and personable. With their help, we have developed new insights into our portfolio and are better positioned for the future.Ken and Susie BurnetteDebra 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.David GreeneDavid Greene ★★★★★ I had an excellent financial review with the McAdams Group. They instilled confidence in me that I was on the right track and gave guidiance to my plan to assure I was maximizing the small investment that i have. THANX to DAVID MCADAMS .David Greene, BartlettaGene BelotserkovskyGene Belotserkovsky ★★★★★ My wife and I attended every webinar and searched and interviewed at least two dozen retirement advisors in our last year before retirement.McAdams Group was somewhere in the middle of our search, but we kept coming back to them.David managed to make sense of all those convoluted financial concepts, that seemed incomprehensible when presented by other advisors.The biggest selling point though was that they did not offer a “one size fits all” solution.They actually listened to us and kept adjusting to our goals until we were all satisfied.Now, I am happy to report that while the markets go up and down, our balance is consistently up and ahead of inflation!Our only regret is that we did not contact McAdams while we were still working.Now I tell all my friends to get in touch with them as soon as possible and not when retirement is near.Patti EasonPatti Eason ★★★★★ I have found David McAdams to be of the highest integrity. He guided us in estate planning and made an age appropriate financial plan that was perfect for our needs. He took the time to explain our options on a level that we could understand. He is trustworthy and I highly recommend him. In addition, his office staff is always very courteous and helpful.Robert YatesRobert Yates ★★★★★ My wife and I have been using McAdams Group LLC since 2017. The one regret we have is that we did not meet David until that time and wish we had been aware of his outstanding staff and superlative expertise years earlier. I retired in 2018 *(after having used his services for one year).Once retired, we turned over our entire portfolio. I am being serious when I say that in every one of our sessions with David we can not think of a single misstep in his advice. I have used “several” financial advisory groups in the past forty years or so and none have come close to the unique understanding that David has for setting up “income producing” plans that must perform for a person or family that is entering into “retirement”. He fully understands that we work hard for our money and expect nothing less from an advisory firm. Once you sit down and talk with David McAdams you sense an ethical family man who genuinely works to make you retirement life your best years.sue alexandersue alexander ★★★★★ Always welcoming and pleasant in front office. We get excellent investing skills from Richard Burt. He is always interested in our concerns, plus he feels like a friend. We have also used McAdams for tax return, which also went wellKathy NelmsKathy Nelms ★★★★★ We had a wonderful experience with Angela setting up our Living Trust Plan. We appreciate her help and guidance. Now, we feel comfortable with our Estate Plan.willie walkerwillie walker ★★★★★ Very friendly,great staff,good folks,to work with,tops in professionalismAnnie DortchAnnie Dortch ★★★★★ Great service and friendly staff, I had an excellent experience.Henry DacusHenry Dacus ★★★★★ Highly recommend the professional team of financial teachers and investment specialists at McAdams.Shirley VaughnShirley Vaughn ★★★★★ I would like to encourage anyone looking for a friendly, trustworthy, and very knowledgeable financial planner you should call David McAdams. Not only does he explain everything completely but in terms even new investors will understand. I feel my financial future is in the best hands possible and I can’t express how thankful I am that David and his wonderful team are looking out for me. Call them today! You won’t regret it!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.