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!
I’ve been working with David for the last 4 years for all of our financial, retirement, and estate planning needs and have had nothing but excellent results. I would highly recommend David and his professional, courteous staff.
Thank you Mr. McAdams & staff for all you’re doing to insure our retirement is the best it can be!
Mic was extremely helpful in all aspects of getting a trust set up . He provided me with the confidence that all my documents would be handled in a professional manner. He was very interested in our needs and still provides assistance when needed. I appreciated the conversations and ability to relate to my questions and concerns.
Kelly Booker was supportive and helpful as we navigated the loss of my aunt and the need to work through her financial affairs. I appreciated her kindness during a difficult time.
Response from the owner: Alison, our team is sending you lots of love and positivity. We are a call away if you need any additional help.
I was very skeptical at first about setting up a trust, but Michael showed extreme patience and took the time necessary to answer my questions and alleviate all of my concerns. I highly recommend Michael.
Response from the owner: Shane, Michael, and I appreciate your honest review. Many have felt the same way. Thank you for trusting us.
Michael was easy to work with and explained the process very thoroughly!Very pleased!
Response from the owner: We really appreciate the 5-star review, Deanne! We enjoy shouting-out Michael; he truly deserves it.
Gary Osing has been taking care of myself and wife since we retired. I have all confidence in him and the McAdams Group.
Response from the owner: Kenneth, I want to express my gratitude for your feedback and the 5-star review. We truly value you as a client.
Outstanding guidance from professionals to care about me and my concerns. Thanks for the peace of mind.
Response from the owner: Mac, we appreciate you as a client. I’m always delighted to give a shout out to the financial team and Jeff for providing you with excellent service.
Michael Simpson was very helpful and knowledgeable in the area of Living Trust. We were thoroughly guided through the process which made us feel our plans were well managed and complete.
Response from the owner: Hi James, Thank you for trusting our Estate Planning team with your Living Trust. Michael Simpson loves what he does, and it shows time and time again when responding to reviews like yours.
Mr Simpson was thorough, highly knowledgeable and very patient.
Response from the owner: Thank you for taking the time to give the Estate Planning team and Mike a 5-star review, Mr. Gwebu.
Response from the owner: Lillie, thank you for the 5-star review. Woo hoo!
I’m very happy with the awesome job Mic did for me. He was very patient answering my questions. He made me feel very comfortable understanding all the paperwork. Mic is the absolute best. I have peace of mind now. Thank you very much Mic.
Response from the owner: Cecilia, thank you for taking the time to give Mic a glowing review very much appreciated.
Highly recommend!!!
Response from the owner: Hello Sally. The team appreciates your 5-star review.
Michael has really made this process very understandable for me. He’s available for questions and clarifications and very approachable. He has a good sense of humor as well! This legal stuff can be a little dry, after all!
Response from the owner: Hi Alyse. We’re delighted to hear about your positive experience with our Estate Planning team, particularly with Michael Simpson.
My wife and I were very pleased with Michael Simpson of the McAdams Group. Michael is very personable individual and took the time to answer any questions as well as fully explain each section of the Revocable Living Trust. My wife and I had spoke to other firms in the about setting up a Revocable Living Trust but Michael reinforced the fact that we made the right decision in choosing the McAdams Group.
Response from the owner: Thank you for the positive review. Our Estate Planning team and Michael Simpson, with their unwavering commitment to our high service standards, do an amazing job. Thank you for supporting our business.
This is the best decision I have taken in my life, I wish I had known earlier.Thank you Michael for all your help and assistance in this issue!
Response from the owner: Mr. Arias, the team appreciates your 5-star review and I’ll be giving Michael a shout-out on your behalf.
My husband and I have had an exceptional experience working with McAdams Estate Group, moreso our relationship with Michael Simpson. He’s extremely knowledgeable, and patient, to have helped us understand why putting together an estate plan was(is) so important to have in place. It was the best decision we’ve made!
Response from the owner: Thank you, Roxanne, for sharing your experience. I’m glad to have read that Michael and the Estate Planning Team were able to help you through the process. We are truly grateful to have clients like yourself.
Response from the owner: Tracy, our team appreciates the 5-stars. Thank you.
We have nothing but praise for Mike. He helped us navigate through our estate planning. Neither my husband nor I had any idea what do to. He spoke to us in a manner that was easy to grasp. He made sure we followed through with our “assignments” and hence we completed it in a timely manner. I would highly recommend him. We did it all through the mail and Zoom meetings because we are in a different state. Thanks Mike!
Response from the owner: Jan, thank you for attending our webinar and trusting us to help you with your estate plan needs.
Micheal Simpson and the whole staff at McAdams group were totally professional. They were very polite and fun to take on this .
Response from the owner: We really appreciate you taking the time to leave us your 5-star review. It means a lot to the whole team.
Explained everything, good follow up.
Response from the owner: Neil, thanks for choosing to work with us.
Michael was great and so very thorough. He answered all of our questions and went the extra mile. Highly recommend this group and Mike! —Celeste and Dave Roger’s
Response from the owner: Celeste, thank you for taking the time to give our estate planning team a 5-star review.
Mike made the trust experience easy by taking time to answer our questions and walking us through the process. Hopefully, it will be easier on our family and no probate court costs!
Response from the owner: Karen, we will pass the wonderful news to Mike and the estate planning team. We appreciate you doing business with us.
Mic Shellenberger made our estate planning process much less stressful. He was patient and went through our delivery meeting, explaining every step. All of our questions were answered completely. We now have that piece of mind we wanted with our future plans and goals.Thanks, Mic, McAdams, and Estate Guru!
Response from the owner: Chris, thanks for the 5-star review and taking the time to shout-out Mic and the estate planning team.
Mich was very personable. He answered all of my questions intelligibly and allotted me whatever time was necessary to make sure I had a clear and comfortable understanding of the information provided. I am extremely satisfied with the service(s) of the McAdams Group, LLC.
Response from the owner: Barbara, i’m pleased that you had an excellent experience with Mic and our estate planning team.
I had a very good experience working with Richard Burt in reviewing our family financial plan. Strongly recommend him!!!!
Response from the owner: Mark, All of us at McAdams Group appreciate you taking the time to give Richard a 5-Star review. Fun fact, we just celebrated Richards 20 years of Excellent Service.
Excellent meeting with Jeff Farrell. Very professional and thorough. Look forward to continuing to work with him and David.
Response from the owner: Hi Ed, We appreciate the 5-star review and taking the time to give Jeff a shoutout. We look forward to working with you again.
Richard helped me with some foreign financial issues. I appreciate all the help. Thank you.
Response from the owner: Susan, thank you for your 5-star review.
Michael Simpson walked us through the entire estate planning process, thoroughly explained every step, and answered all our questions thoroughly. He made a very stressful and confusing topic easy to understand.
Response from the owner: Thank you, Matt, for leaving a comment about your positive experience with our Estate Planning team and Michael Simpson.
I met with Jeff and John. Jeff was very informative and helpful!
Response from the owner: Thank you for sharing your experience with John and Jeff. I’ll send them a shout-out on your behalf, Barbara.
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 owner: Debra, thank you for the glowing review. I’ll give the team a shout-out on your behalf.
Trying to stay ahead of inflation in retirement is much better with this team to give me direction! Thank you!
Response from the owner: Thank you for the review, Deborah. We are so glad to hear that you enjoyed your experience with us.
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 owner: Deborah, 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.
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 owner: Janet 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.
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 owner: Hi 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.
Michael was great extremely knowledgeable very nice
Response from the owner: We hope we’ll have another opportunity to serve you again, Igal.
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 owner: Thank 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.
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 owner: Thank you, Nancy, for taking the time to leave a comment about your positive experience with our Estate Planning team and Michael Simpson.
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 owner: Hi Mark. We’re delighted to hear about your positive experience with our Estate Planning team, particularly with Michael Simpson.
Great experience! All questions and concerns addressed.
Response from the owner: Beth, thank you for the 5-star review.
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 owner: Thank 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.
Absolutely flawless work and seamless execution of our estate planning. We highly recommend Michael Simpson and the entire team at McAdams!!
Response from the owner: Joe, thank you for taking the time to write us a review about your positive experience with the McAdams Group team and Michael Simpson.
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 owner: Raymond, we appreciate the 5-star review and thank you for trusting us with your Estate Plan.
Excellent process. Would highly recommend.
Response from the owner: Thank you for the 5-star review, Michelle.
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 owner: April, 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.
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 owner: Charlotte, 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!

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