Retirement Planning Services

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

FEATURED ON:

9-Time
Award Recipient

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

Loretta Odom

We are very pleased with McAdams group of very informative and quick responses.

Linda Pennington

We had a great experience working with Michael Simpson at the McAdams Group while setting up our living trust. From the beginning, Michael took the time to understand our situation and followed up with thoughtful questions that helped guide us toward the best plan for our family.When we met with him in person, everything was clearly organized in a binder for our records. He walked us through each section, explaining what had already been completed, what steps we needed to take, and what he would handle moving forward. He was extremely patient and thorough, especially when we had questions to make sure we fully understood the trust and our responsibilities.Our trust was customized specifically for our needs and our heirs, which gave us a lot of confidence and peace of mind. We truly appreciated Michael’s professionalism, organization, and willingness to explain every detail. We would highly recommend Michael Simpson and the McAdams Group to anyone considering estate planning.

John Suss

Michael Simpson and his team at McAdams Group, LLC helped us tremendously in creating our Trust securing our future as we desired. Without their guidance and expertise, we would not have been able to complete this task as desired. Michael was diligent and available to return our calls in a timely manner when needed. The process was simplified, and we would highly recommend them for your Estate planning needs.

Melissa

We were so happy and impressed with the timely manner that we had our Estate planning completed. We are so thankful for Mike and Mic.

Kathy

Ms Kelly was a gem to work with and made a complex process much easier. Thank you Ms Kelly for all your efforts

Diane Sebastian

McAdams Group does a lot of free educating with their on-line seminars. Mic Shellenberger did an excellent job walking me through the whole estate planning process! He is very good at explaining every aspect, step by step. Mic answered all my questions and is very personable. After trying numerous estate planning programs and people, I’ve finally found a company that has made it easy for me to follow through and complete my estate trust. What a relief! Thanks McAdams and especially Mic Shellenberger for being an awesome estate planner coordinator.Thank,Diane

Colleen Ramos

Michael Simpson was referred to us to complete our will and trust. He was awesome. Explained every step of the process and made the whole experience seamless. Would definitely recommend!

Sally Perry

My husband and I truly appreciate all the care and knowledge Mr Simpson at McAdams Group gave us. He covered everything we needed to have a piece of mind with our estates. Thank you so much.

Cardia Collins

The estate planning process has been well organized and Mike has been great about explaining each step along the way.

Keven Wells

Yaya Morgan

McAdams Group provided Estate planning services for me and my family and I am thoroughly pleased with my experience. The level of care and professionalism was unmatched. Mike was even willing to speak with my Mother and settle some of her concerns. I can not say enough good things about the invaluable service that I received. I will definitely hire them again in the future.

Shelly Udall

Ya’ll need to get in touch with Michael at McAdams group and get your TRUST done to insure your kids don’t have to deal with a bunch of nonsense when you die and to protect your assets for them !Michael is a joy to work with! He takes you by the hand and leads you through every step of the process. It was made very easy for us to secure our assets for our kids so that when we are gone, they are not having to deal with Probate court.Even now, when I have questions or concerns, he is quick to respond and make things easy to understand.They make it very affordable too!Don’t wait, you’re not guaranteed tomorrow and you don’t want to leave loose ends!

Tommie Rogers

Professional, Professional, Professional, they made me feel important and they are very knowledgeable and caring. I highly recommend them to any that are looking for financial advice and creating a trust.

vicky sykes

Our experience with Michael Simpson was wonderful from start to finish. He explained everything well and was patient in answering our questions. I highly recommend Michael for your estate planning.

Cynthia Flores

Great experience with McAdams Group. Michael Simpson, Mike Shellenberger, and Alex Hunt were easy to work with and most helpful. Michael Simpson assisted us with putting together a most complete trust.

MsGingerC

Michael Simpson handled our estate planning flawlessly from beginning to end. He spent so much time with us answering questions and clarifying things for us. When we were all wrapped up with our estate planning, he helped my mother-in-law as well. If you’re looking for someone to take care of this for you, don’t even hesitate—-just call Michael.

Larry Jirik

Michael was very knowledgeable, thoughtful, and caring setting up our estate planning and trust. He offered great advice and was very detailed. I highly recommend his services.

Deborah Galbreath

Helpful and instructive. Made a confusing subject much easier to understand

David Delgado Hernandez

Great experience and excellent customer service

Yolanda Hatten

Great group to work with. They were thorough and quick making sure you understood all through the process.

Mary Prince

This was all new to me – Estate Planning. My husband and I did not document our wishes. Then he passed away and I realized I must do this. Did not want my estate to go into Probate. I attended an online discussion about Estate Planning with the McAdams Group. Within 5 minutes, I knew that this was the firm that I wanted to handle my estate. Made an appointment online and within two days had an appointment with Mike Shellenberger. He stepped me through the whole process. Because he was very friendly and compassionate which made me feel very confident about this whole process and my decision to have the McAdams Group assist me with creating my Estate plan.

Wilma Iverson

Very professional with compassion, kindness and understanding

Betty Bowman

I am learning how to make my life and after my death,Really have a feeling of peace.It’s their proper way of dealing with people in a very respectful manner. While doing business just as usual. They really know their stuff.

Michael J. Kania

It was a true pleasure working with Mic S in completing our Trust and WIll documents. Since moving three years ago, it had been on our To Do List and something that we were not looking forward to doing. Mic made it enjoyable and seamless as we completed the most important and meaningful document in our lives. We trusted Mic to include all of the necessary documents to protect our legacy and make it easy for our sons to execute our estate completely. Mic delivered!!Heartfelt thanks,Barbara and Michael Kania

James Gant

My McAdams Financial Advisors are extremely attentive and focused on ensuring that I am completely satisfied with the service. I am extremely pleased with the investment services provided by SIS. I plan to give them a lot more business in the future! I also plan to share my experiences with a number of friends who could benefit from this service!

Tami Combs

He was very helpful and walked me through the whole process. I like that i can contact him when if i have any questions esp. regarding adding or deleting bank accounts or other things. I also love the binder with everything in it sorted under tabs. I was also able to make payment arrangements otherwise i wouldn’t have been able to do it.

Greg McCullough

Michael Simpson was very thorough with the estate planning. He was very patient with us with work and family commitments. They did a great job with excellent pricing. I would recommend this process with Michael to anyone

Barbara Fletcher

It has been a pleasure meeting and learning from Mic. I have no doubt that he will continue to work with me and others for our needs of the future. Thank you so much for everything.

Jeff Summers, OD

Very straightforward and comprehensive. Low stress. Would highly recommend Michael and the McAdams Group.

Neli Heinz

recently worked withMichael Simpson to set up my revocable trust, and the experience was excellent from start to finish. He explained everything clearly, was patient with all my questions, and made a complicated process feel easy and manageable. I appreciated his professionalism, attention to detail, and the way he made sure I understood every step before moving forward. I now feel confident and organized thanks to his guidance. I would highly recommend him to anyone looking for a trustworthy and knowledgeable financial estate planner.

Guchi Jaurre

We need the help and the McAdam’s team is fantastic and work as one team to give me the help I need. I am glad that I have your support and guidance. Josh, Mike, Gygy – thanks you! No matter where you are in your journey to secure your family future – do yourself a favor talk to the McAdam’s team they listen and help you in every way possible.

Mark Boyd

In depth explanation of the process. Step by step instructions on our responsibilities for completion and funding of the Trust. Very easy to talk to and very sincere. Would highly recommend at least meeting and talking with firm members.

Suzann Zeger

Mike was a great guy to work with, patient, understanding, answered all questions, and as I said endless patients.We will recommend him to everyone.

Timothy Brodersen

Everyone was courteous and friendly. The office was inviting, modern, & clean. The advice we received was very spot on and immensely helpful.

Irless Brooks

Working with Mic Shellenberger, Estate Plan Coordinator at McAdams Group has been an absolute pleasure and a very successful experience. Mic is a great professional and helped me with all my questions and he also brought up points for me to consider and think about. There are many things to consider in this process to get things right for me and my heirs and I feel very confident that we have covered everything necessary. I highly recommend McAdams Group and Mic Shellenberger to help you with any estate planning needs you have

Sally Griffiths

Mic was our Advisor. He was very patient and thorough in walking me through understanding and developing our trust. We highly recommend Mic and McAdams!

Tracie Burrow

LaJasia Higgins did an excellent job assisting me.

Jean

Well experience well informing professional. Portal for use to heirs is great. No pressure just helpful info. And all in timely manor

Judi Benedict

This note to express my sincere gratitude to Mr. Michael Simpson for the exceptional service he and his team provided while creating my estate plan. I was particularly impressed with Michael’s professionalism and attention to detail and how he explained complex legal matters in a clear and understanding way and the patience shown throughout the process. Michael made this entire process smooth and comforting. He provided me with invaluable peace of mind knowing that my family’s future is secure and my wishes are clearly documented. Michael, thank you again for your dedication and outstanding work ethic and attention to detail. It has been my pleasure working with you and I’ll gladly recommend your services to anyone in need of estate planning assistance.

Gaylen Ramsey

Excellent company with exceptional people. Love their business model.

Wanda Bethel Satkas

I have received excellent service and support during the preparation of my Trust by Michael Simpson and his staff. All questions are answered timely and they are patient as I am gaining knowledge and understanding.

Rosario Grazziani

I attended a virtual estate planning presentation and decided to sign up for McAdams Group’s guidance. I found them professional, direct and easy to work with. I highly recommend the team, specially Michael Simpson. Michael is very knowledgeable, responsive and cordial.

Jack Jack

Absolutely the BEST!!! Mr Michael Simpson is a true professional and cares for his clients. He went above and beyond to explain the process, walk us through the important DETAILS that other companies just DON’T tell you! Michael, THANK YOU soo very much for your professionalism, kindness, and making my husband Tommie and I feel like family.We will NEVER go anywhere else for our financial planning needs, NO reason to, we found the BEST!!!!!! 10,000 STARS!!!!! 🌟

mary ray

Smooth and easy process. I like the fact you can do all of your financial and estate planning under one roof. They’ve been very helpful.

Sara Osborn

I worked with Michael Simpson setting up a trust for my family. He was great to work with, very patient with my questions, very respectful, and prompt with any requests. I would recommend his services.

Eduardo Cardenas

Robert Hinton

We have been very pleased with Mic’s help and guidance thru the process of setting up our estate plan and revocable trust. Without his assistance we would be hopelessly lost. Mic was very helpful in understanding our specific needs in a last will. It has been a pleasure to work with Mic. I would highly recommend Mic and McAdams.

Patty Pierce

Mike Simpson worked with us to create an estate plan that would serve us and our family well for our future. Each meeting that we had with Mike was efficient, concise and productive. Most, if not all, of our questions were answered before we needed to ask, and he was so good at identifying just how much he needed to explain – meaning, he met us where we were as far as our knowledge of this process. The process was efficient as well – sending information to us in advance that we needed to review prior to meetings as well as providing checklists and follow up in order to execute a successful plan. We highly recommend the McAdams Group and Mike Simpson to anyone who needs to create an estate plan that is best for them and their family.

Rita Williams

He ( Mike) is knowledgeable, attentive and kind He also responds promptly to your calls. Mike is very professional

Donna Wiggins

My husband and I were treated very honestly, professional, and kindly by Michael Simpson at McAdams Group LLC. We created our Trust and he walked us through every step and promptly answered any questions. We highly recommend Michael and the McAdams Group. They have also earned an A+ BBB rating. You can absolutely put your trust in their knowledge.

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.

McAdams Group, LLC

McAdams Group, LLC, has differentiated itself from the competition in numerous ways. By considering “worst-case scenarios” and having a more conservative approach to planning, we have helped hundreds of individuals and families in the Memphis area reach their goals without changing their lifestyles.

Our team of financial advisors and wealth managers are experienced at helping clients preserve their savings, so they can use it as a source of steady income in retirement.

We Are a Proud Member of Retirement Income Source

Retirement Income Source is comprised of a national network of financial advisors who specialize in income-generating investment strategies designed to help protect your retirement savings.

As a Retirement Income Source, the financial advisors at McAdams Group are uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on throughout retirement.

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.

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.
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.
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.
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.
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.
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.
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.

Sign Up for Our Free Financial Educational Videos

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What Our Clients Are Saying About Us

The entire team is polite, friendly and just all around wonderful! Great group of professionals who I would recommend to anyone searching for investment/retirement planning advice.

David and his staff are very client-friendly, attentive to detail, very professional and easy to work with. I would highly recommend them to others.

Very pleased! Incredibly professional & knowledgeable. Explained all of my options in a way that was easy to understand. Highly recommend!

* Current clients – no compensation for review.

Why Choose McAdams Group as Your Retirement Financial Advisor?

Our staff has over 70 years of combined experience in financial services.
We don't make a move until you're ready and the timing is right for you.
We believe in educating our clients to help them achieve their financial goals.
We provide special reports to help you navigate the complexities of retirement.
We have trained hundreds of successful financial advisors across the country.
We even have a weekly radio show focusing on retirement and investing.

Retirement Planning Services

FEATURED ON:

9-Time
Award Recipient

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

McAdams Group, LLC

We Are a Proud Member of Retirement Income Source

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

Retirement Financial Planning

Estate Planning

Tax Planning

Fiduciary Financial Advisor

Investment Management

Rollover IRA

We Follow Our 7-Step Educational Process to Help You Achieve Your Financial Goals

Sign up for our Free Financial Education Video Series

Sign Up for Our Free Financial Educational Videos

Sign Up for Our Free Financial Educational Videos

What Our Clients Are Saying About Us

Why Choose McAdams Group as Your Retirement Financial Advisor?

More From McAdams Group

The Retirement Income Program

YouTube Retirement Channel

Free Financial Reports

Contact Us

Get Your Retirement Planning Questions Answered

Retirement Planning Services

FEATURED ON:

9-TimeAward Recipient

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

McAdams Group, LLC

We Are a Proud Member of Retirement Income Source

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

We Follow Our 7-Step Educational Process to Help You Achieve Your Financial Goals

Sign up for our Free Financial Education Video Series

Sign Up for Our Free Financial Educational Videos

Sign Up for Our Free Financial Educational Videos

What Our Clients Are Saying About Us

Why Choose McAdams Group as Your Retirement Financial Advisor?

More From McAdams Group

Get Your Retirement Planning Questions Answered

9-Time
Award Recipient