Retirement Planning Services

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

FEATURED ON:

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

Because your money doesn’t retire, YOU do!
Excellent
4.9
The team at McAdams Group took the time to listen to my goals and help me develop a financial plan. They did not just try to make a sale, which I really appreciated.
They all go above and beyond the trust. Helpful in all aspects of life and are very knowledgeable about all final wishes to finalize your wishes, making it easy for the trustees to follow your final wishes. Very informative.
I had been appointed Executor of my sister in law, Mary Helen Gaines, a client of McAdams Group. Closing out her Schwab account involved signing several documents. I needed help with those (as there were many). Kelly Booker was so helpful with all of them. She was always so cheerful each time I called for help. Kelly would patiently walk me through and many times filled the blanks and I’d just sign. We did this long distance. Thanks Kelly for being there for me. Glenda Gaines
awesome to deal with Mike..very presentable and great knowledge on the subject..have not dealt with anyone with such knowledge on the subject in a long time.will highly recommend him
Response from the owner: Sandeep, thank you for taking the time to leave such a wonderful review! Michael is passionate about helping clients navigate estate planning with ease and confidence. Your feedback means the world to us, and we’re grateful to have been a part of your planning journey!
Response from the owner: Thank you for the 5 stars, Greg! We truly appreciate your support and are glad we could be of service.
I was most impressed by Mic Shellenberger.He was so patient and kind, and he knew the answers to all my questions. He spent almost an hour answering the questions I had after reading the trust materials.
Response from the owner: Thank you, Marcie! I’m so glad Mic took the time to answer your questions thoroughly and patiently. We’re grateful for your trust and happy to hear you had such a positive experience!
We retained McAdams Group for our retirement planning needs back in 2021. The education process utilized was fantastic and we have been totally satisfied with the results so far. Thank you David and Zane for your outstanding advice and help with my ‘early’ retirement.
Response from the owner: Thank you, Robert! It’s been an honor to be part of your retirement journey since 2021. We truly appreciate your trust!
Michael Simpson was clear & helpful & answered all my questions.. I truly appreciate you for showing me the Living Trust procedures, it gave me peace of mind.
Response from the owner: Thank you, Linda! I’m so glad Michael and our estate planning team were able to guide you clearly through the process and give you peace of mind. We truly appreciate your trust!
Mr. Simpson was a great help and navigated us in every step with lots of patience and calmness.
Response from the owner: Thank you, Zarna! I’m so glad to hear Mr. Simpson guided you through the process with patience and care. We truly appreciate your trust in our team.
The McAdams Tax Advisory Group has provided excellent investment guidance as well as submitted my tax forms for 24 years. EXCELLENT COMPANY!
We have been with McAdams Group for around two years now and are very pleased and comfortable with the strategy that David introduced to us. His team is the very best; you will always get an answer to your question from someone that knows. I urge anyone who is curious, or uncertain about their current financial path to call David McAdams for a consultation.
Response from the owner: Thank you, Gary! We’re so glad to hear you feel confident and comfortable with the strategies we’ve introduced. Your kind words about our team and your thoughtful recommendation mean a lot. It’s truly an honor to support you on your financial journey!
Response from the owner: Jana, thank you for the 5-star rating! We truly appreciate your support and are glad to know you had a positive experience with us.
I learn so much from my advisors at this group. I feel confident that the investment strategies match my goals. David trains his staff very well.
Response from the owner: Thank you, Gloria! We’re thrilled to hear you’re learning from our advisors and feel confident about your investment strategies. Our team greatly appreciates your kind words—we’re here to help you reach your goals!
Very helpful staff
Response from the owner: Valencia, thank you for the 5-star rating! We truly appreciate your support and are glad to know you had a positive experience with us!
I just completed my Trust and all required paperwork. I am so glad I contacted McAdams Group. Michael Simpson did a great job making the process simple and painless. I feel confident with the decision I made with the McAdams group. Thank you, Michael for all your help. Thanks to you, I have no worries.
Response from the owner: Thank you for the wonderful review! We’re so glad Michael made the process simple and gave you peace of mind. Your confidence in McAdams Group means everything to us!
I have been with McAdams Group for 10 years or more. They have always been easy to communicate with and offer superior customer service. When my husband passed, they helped ease my transition and offered advice that was invaluable.
Response from the owner: Cristy, thank you for your kind words and continued trust over the years. We’re honored to have supported you through difficult times and are grateful you found comfort and value in our advice. Your satisfaction and peace of mind mean everything to us!
The service provided was done within a timely manner, professional & articulation the information very clear to help with making a sound decision.
Response from the owner: Thank you, Ophelia! We appreciate your kind words and are delighted to hear you found our service timely, professional, and clear. Your satisfaction is our priority!
Very knowledgeable and helpful in establishing my Trust.
Response from the owner: Joe, thank you for the 5-star rating! We truly appreciate your support and are glad to know you had a positive experience with us!
Was very good at explaining what we were doing and answered everything we asked very easy and eye opening great experiance
Response from the owner: Stephen, thank you for your 5-star review! We’re so glad to hear that you had a great experience and found the process both easy to understand and eye-opening. Providing clear and thorough explanations is a top priority for our team, and we’re happy we could answer all your questions. We look forward to assisting you in the future!
After hearing an introductory speech from David McAdams, I could hear him say, don’t procrastinate”. For years I procrastinated getting a trust. I hired the McAdams group to organize my assets and it is a relief to have all my information in one place. Mic Shellenberger was my trust developer and a consummate professional. Very patient to explain things to a novice like me and to help me organize my hard earned assets. What a well organized and professional operation the David McAdams group is. I am grateful.
Response from the owner: Thank you for sharing your experience! We’re thrilled you took David’s advice to heart and chose to work with us. Mic will appreciate your kind words—it’s great to know he made the process clear and comfortable. We’re honored to help bring you peace of mind!
I have been a customer since 2021. I am pleased with the availability of the counselors, and with their willingness to answer my questions regarding my account.
Response from the owner: Thank you so much, Gwendolyn! We truly appreciate your loyalty since 2021. It’s wonderful to hear our team has been responsive and helpful—your satisfaction means everything to us!
Excellent Experience. Michael Simpson was through, kind, very experienced and left no stone unturned. I can rest easy now that Everything is taken care of. He is THE BEST, and I have already recommended him to several of my friends. He is very affordable compared to other Trust Advisors.I’ve always told my daughter, every single day you walk out that door there is NO guarantee you will be walking back through that door that night.Take care of Yourself – Take care of Your Family.
Response from the owner: Thank you for your wonderful review! Kim, we truly appreciate you and are delighted to hear about your excellent experience with Michael Simpson. Your recommendation means so much to us. We’re glad you’re feeling peace of mind—it’s why we do what we do!
Thank you, Mic, for your excellence in putting my Trust together.Your friendly, professionalism, patience, and guidance are much appreciated!! Totally enjoyed working with you.
Response from the owner: Thank you for the kind words! We’re so glad Mic made the experience smooth and enjoyable. Your trust and appreciation mean a lot!
Mr. Simpson is very knowledgeable. He takes the time to answer all questions and walks you through the process step by step.
Response from the owner: I’m glad Michael took the time to guide you through the process—it’s exactly the experience we aim to provide.
The entire process with McAdams Grp has been a pleasure. From the initial online presentation to the execution of our new trust, it was informative and refreshingly easy. Michael Simpson is so knowledgeable and readily answered all my questions, even when I asked the same question several times. I have and will continue to recommend Michael Simpson and team to friends and family.
Response from the owner: Sandra, thank you for the great feedback. I’m so glad to hear Michael made the process smooth and informative—we truly appreciate your trust and your referrals!
Response from the owner: Thank you for the 5-star rating! We truly appreciate your support.
Mike with the McAdams Group was so very helpful with setting up my Trust. He made it a wonderful experience. I feel good about the decisions made to make sure my family will be taken care of.
Response from the owner: Thank you for sharing this, Licia. I’m so glad Mike made the process a positive and reassuring experience. It means a lot to know you feel confident about the future for your family.
Mic Shellenberger was great! He explained everything clerly, was personable and patient. Would reccommend him in a heart beat!Janene Betterton
Response from the owner: Thank you, Janene! I’m so glad to hear Mic took great care of you. We truly appreciate your trust and recommendation!
Response from the owner: Thank you for the 5-star rating! We truly appreciate your support.
Response from the owner: Thank you for the 5-star rating! We truly appreciate your support.
Response from the owner: Karen, thank you for the 5 stars! We truly appreciate your support and trust.
Service was excellent. Kelly always followed through even when dealing with difficult agents from other companies. Wishing you much success in the future.
Response from the owner: Thank you for the kind review! We’re so glad to hear Kelly provided excellent service and stayed on top of everything—even in challenging situations. Your well wishes mean a lot, and we’re here for you anytime you need us in the future!
Response from the owner: Ella, thanks so much for the great rating! We’re glad we could serve you well.
This is a wonderful team! They are always willing to answer questions and give the best customer service possible. I am glad I made the move to McAdams Group!😀Edit: This team is wonderful. Kelly is a terrific addition and has helped me tremendously. I appreciate the time and attention Kelly provided when I was in need. I highly recommend McAdams Group! 😍
Response from the owner: Wile, thank you for your great review! We’re happy you had a positive experience with our team. Your praise for our customer service means a lot to us. We look forward to serving you again!
Response from the owner: Sherie, we’re grateful for your 5-star review! It means a lot to our team.
Response from the owner: Patricia, thank you! We’re so happy you had a positive experience with us.
Michael Simpson with McAdams Group LLC(Retirement Income Source) was outstanding to work with! He made setting up a trust so easy. They handle everything! You won’t regret giving Michael a call
Response from the owner: Julie, thank you for the great review! We’re so glad Michael made the process easy and stress-free. We appreciate your trust and recommendation!
Excellent service from Kelly Booker and Richard Burt. The onboarding process was professional and with expertise. I was introduced to this group through a seminar my husband and I attended. Kelly was very patient through initial process when onboarding. Richard has offered nothing but his industry expertise through the whole process. I have been well pleased with the service.
Response from the owner: Thank you V. Smith for your thoughtful review! Our financial team works hard to ensure every client feels informed and empowered throughout their planning journey. We’re so glad our dedication to education made a positive impact on your experience. We’re always here to help whenever you need us!
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 owner: Thank 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.
Mic Shellenberger, and the entire McAdams team that I worked with were very professional and helpful through the entire Estate Planning process. Thanks for the peace of mind you have provided to myself and our whole family!
Response from the owner: Harry, thank you for your wonderful review! Mic go above and beyond to make estate planning a smooth and stress-free process, and we’re so glad you had a great experience with our team. We appreciate your trust.
Response from the owner: Mamunur, the team at McAdams Group appreciates the 5-star review.
Kyle Wright was excellent in explaining all the details about my investment and the changes that we were making. I was greatly impressed by his knowledge and his ability to clearly explain the reasons for the decisions made concerning my investment. I would highly recommend him to anyone needing financial advice and guidance.
Response from the owner: Judy, thank you for your 5-star review! Our CPAs take great pride in providing expert tax planning services tailored to each client’s needs. We’re so glad Kyle was able to offer valuable insights and guidance. We appreciate your trust and look forward to assisting you in the future!
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 owner: Mary, 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.
Response from the owner: Paulette, the team at McAdams Group appreciates the 5-star review.
Mike Shellenberger helped me to do my estate planning to make sure everyone I wanted cared for would be with the easiest possible way. I definitely recommend using Mile
Response from the owner: We sincerely appreciate your 5-star review, Susan! Mic is dedicated to providing top-notch service, and we’re so glad his expertise and meticulous approach stood out to you!
Response from the owner: Marcella, the team at McAdams Group appreciates the 5-star review.
Very pleased he covered everything
Response from the owner: Sharon, the team at McAdams Group appreciates the 5-star review.
Very professional-knowledgeble and well streamlined interview, developed the product we need. Thanks.
Response from the owner: Jerry, we’re so grateful for your kind words and 5-star rating!
Mike is a total professional! He went above and beyond to ensure we really understood everything and what we needed to do next. The staff at the office was warm and caring. We drove from NJ to meet Mike face to face; it was worth the trip!!
Response from the owner: Wow! Mario, thank you for the fantastic review! Michael is truly passionate about helping clients create a secure future, and it’s rewarding to know his attention to detail made a positive impact on your experience. We appreciate your trust in McAdams Group!
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Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value.  Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

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.

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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