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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!
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Excellent
4.9
Wile E
Wile E
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!😀
Dan Sheeter
Dan Sheeter
Related a difficult subject at a very understandable level. Thank you Mic Shellenberger
Debbie McGowan
Debbie McGowan
Everyone I worked with was friendly, professional, and very helpful.
stevens antonio
stevens antonio
Mike Carpenter
Mike Carpenter
Could not ask for better service that have met all our financial needs, especially into retirement.
Hilda Royval
Hilda Royval
Very Professional service and excellent support through the whole process.
Response from the owner: Thank you for your review, Hilda! We’re glad to hear our service and team of professionals made you feel supported. Your satisfaction matters to us.
Richard Viola
Richard Viola
The staff at McAdams Group were all friendly & very thorough. I highly recommend them.
Response from the owner: Richard, we’re thrilled to hear that our team at McAdams Group made you feel welcome and took the time to be thorough. Your recommendation means the world to us, and we can’t wait to assist you again!
Maniram Sankar
Maniram Sankar
Response from the owner: Thanks for the 5-star review, Maniram!
Tim Heald
Tim Heald
It was a great experience. Michael was great to work with and took care of everything we needed.
Response from the owner: Tim, we’re thrilled to hear you had a great experience working with Michael. He truly goes above and beyond to ensure our clients’ needs are met. We appreciate you taking the time to share your feedback!
Justina Carroll
Justina Carroll
Mr Mike Simpson is the best, knowledgeable, patient,and extremely kind. This was difficult for me being a senior and He made it all possible.
Response from the owner: Justina, thank you for your great review! We’re delighted that Michael made your estate planning session easy and clear. His knowledge and clear answers are invaluable. I’ll give the Estate Planning team and Mike a shout-out on your behalf.
Marvin Barnard
Marvin Barnard
Mike Simpson is a FANTASTIC ESTATE PLANNER. He’s down to earth, straight forward and thorough. He listens very well and puts a package together uniquely to your desires/needs. He is a TRUE PROFESSIONAL who is dependable, reliable, efficient and amiable. He’s 5 Star across the board!
Response from the owner: Mike Simpson is super friendly! You can count on him to give you the best service possible; the team is thrilled you had a 5-star experience, Marvin!
Terrie Middleton
Terrie Middleton
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.
Mike Carpenter
Mike Carpenter
This company has been tremendous with my investments especially after my mother passed away. So pleased I stayed with McAdams Group to handle everything. They could not have done any better!
tom christiansen
tom christiansen
One stop shop for taxes and investments.McAdams Group is focused on your lifetime of income through conservative investment vehicles.
dsorrellfdx
dsorrellfdx
Jeff did a great job of going through things and making sure we understood the pros and cons of issues.
Response from the owner: We’re so grateful for your positive feedback! A 5-star rating from you motivates us to continue providing top-notch financial planning services. Thank you for choosing us!
Kathy Bilderbeck
Kathy Bilderbeck
Jeff is great! Always takes plenty of time answering our questions and explaining everything to us.
Response from the owner: We’re thrilled to receive your 5-star feedback! Thank you for trusting us with your financial planning. We’re thrilled to shout-out Jeff on your behalf and we’re always here to assist you!
Maud MacArthur
Maud MacArthur
I had some questions about Estate Planning. After I attended the webinar with David McAdams, l booked an appointment and I had the pleasure of working with Mike Simpson, my Estate Planning Coordinator. Mike was very knowledgeable and professional. His patience was parallel with his knowledge about Estate Planning. He was able to answer all of my questions and ensure that I was at ease with all of my concerns. As a result, I am now at peace with my future plans. Kudos to you Mike! You are an asset to the McAdams Estate Group, LLC!!
Response from the owner: Maud, thank you for your wonderful review! We’re so glad to hear that the webinar with David and your experience with Mike exceeded your expectations. His knowledge and patience are truly valuable, and it’s great to know you feel at ease with your future plans. We appreciate your kind words and are proud to have Mike on our team!
Linda Di Martino Pollard
Linda Di Martino Pollard
I was hesitant in starting my estate planning but Mc Admams Group make it easy and understanding. I would recommend them to all my family and friends. Thank you for making my assets protected all in one place for my children to handle easily upon my passing. Thank you so much!
Response from the owner: Thank you Linda for the stellar 5-star review! It’s fulfilling to know that our estate planning services have been beneficial to you.
David McDonald
David McDonald
Everything we were looking for. Professional, thorough. Answered all our questions and asked a ton of questions to make sure plan was tailored to what we looking for in long term plan.
Response from the owner: David, we’re glad our advisors could provide outstanding service for you and your family. The team at McAdams Group appreciates the 5-star review.
Gail Aday
Gail Aday
Response from the owner: Gail, it makes our day to hear that we could provide 5-star service. We’ll make sure the team receives your feedback.
Eve Palton
Eve Palton
We had a fantastic experience working with Michael Simpson during our estate planning session. He broke down the process in simple terms which made it easier to understand. Also, he was quick to provide quick and thoughtful answers to any questions that we had. If you’re in search of someone who really knows their stuff and can guide you through the estate planning process with ease, I recommend Mike. He is the best!
Eve Palton
Eve Palton
Michael Simpson made our estate planning session a breeze! He explained everything in simple terms and was super knowledgeable. Whenever we had questions, he had clear answers. If you are looking for the best, Mike is definitely your guy!
Response from the owner: Eve, thank you for your great review! We’re delighted that Michael made your estate planning session easy and clear. His knowledge and clear answers are invaluable. We appreciate your recommendation and are glad you had a wonderful experience with Mike!
Therese Trainum
Therese Trainum
Mike always present and providing verbal and written information in a manner I could understand. He is patient and personable. The program that the McAdams group provides for modifying your trust is reasonably priced and provides a long-term relationship with them and your executor after you pass.I strongly recommend designing or updating your revocable living trust with Mike.
Response from the owner: Therese, thank you for your fantastic review! We’re thrilled that Mike’s clear communication and personable approach made a positive impact on your experience. It’s great to hear you found our trust modification program reasonably priced and beneficial. Your strong recommendation means a lot, and we look forward to assisting you again in the future!
Robert Faulk
Robert Faulk
Wonderful service. Very congenial service
Response from the owner: Robert, we’re delighted to hear that you enjoyed our congenial service. Providing a friendly and supportive experience is our top priority, and your feedback truly means a lot to us. We look forward to serving you again in the future!
Suzi Fraticelli
Suzi Fraticelli
Michael was both informative and helpful in my estate planning process.
Response from the owner: Suzi, thank you so much for your kind words! It’s great to know that Michael’s knowledge and attention to detail made the process easier for you. We appreciate your feedback!
Stephen Swords
Stephen Swords
Michale Simpson went above and beyond to set up our family trust. His knowledge and experience were invaluable and he made the entire process as easy as possible. He prepared all documents for us and made very specific lists of what my role was and how to take care of every detail. He took care of my entire family and all of our needs perfectly. Highly recommend!!!
Response from the owner: Stephen, thank you for your wonderful review! We’re glad Michael could make the trust setup easy and provide excellent support for your family. Your recommendation means a lot to us!
Tom Race
Tom Race
Michael is professional and knowledgeable.
Response from the owner: Tom, thank you for your review! We’re glad to hear that Michael impressed you with his professionalism and knowledge. We appreciate your feedback!
Carl Knapp
Carl Knapp
Response from the owner: Carl, Five stars! We truly appreciate the review.
Carlos Rubens
Carlos Rubens
Response from the owner: Carlos, the team at McAdams Group appreciates the 5-star review.
Delroy Thompson
Delroy Thompson
Michael Simpson does an excellent job of planning and explaining all the nuances and intricacies of our estate plans.
Response from the owner: Thank you, Delroy! We’re glad to hear that you found our estate planning process clear and informative. Your feedback means a lot to us, and we look forward to serving you again!
Mary Greer
Mary Greer
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.
Leticia Castro
Leticia Castro
Response from the owner: Leticia, the team at McAdams Group appreciates the 5-star review.
kirk alford
kirk alford
so happy and content knowing all my wishes are formally on paper and contained in a large leather binder
Response from the owner: It brings us immense joy to know that our team was able to provide you with exceptional service, resulting in a 5-star experience. Thanks for the review, Kirk.
Judy Miller
Judy Miller
I am very pleased with Richard Burt of McAdams Group. He is extremely caring and takes time to explain the financial picture in terms that I can understand. He has been available to answer even the most basic questions. I would highly recommend the McAdams Group and Richard Burt in particular.
Response from the owner: Judy, the team appreciates your 5-star review, and I’m glad to have read that all of your questions were answered. I’ll give Richard a shout-out on your behalf.
bob thompson
bob thompson
Richard Burt has done an outstanding job handling our finances. Highly recommend.
Response from the owner: Bob, thank you for taking the time to share your feedback with us. A special shoutout will be given to Richard on your behalf.
Charlene Mitchell
Charlene Mitchell
Frank Bailey at McAdams Group is great! He gave us great advice at our initial meeting last year and we have been very happy with the results. Very professional, yet has a great personality. We are very happy with Frank at the McAdams Group. Highly recommend them!
Response from the owner: Hi, Charlene. Your feedback is highly appreciated. Thank you for the review!
Shirley Vaughn
Shirley 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!
Response from the owner: Shirley, I want to take a moment to express my sincere gratitude for your incredibly kind words. Your feedback means a great deal to us, and we truly appreciate you taking the time to share your experience.
Shafqat Anwar
Shafqat Anwar
Our Estate Planning process culminating in drawing up a Revocable Living Trust was carried out by McAdams Group LLC during May/June 2024. Initially, my wife Emily and I attended a webinar of David McAdams, which was very informative and I then got in touch with their office. Since then Mike- Michael Simpson has been our main contact during the entire process of initiation to conclusion of all documentation. We found Mike a thoroughly professional and helpful individual during the entire process leading to the drawing up of our Revocable Living Trust. He thoroughly explained all the details and responded to all our inquiries in a very prompt and exhaustive manner. He has always been very enthusiastic and courteous in responding to any clarifications we have sought from him and we have always felt that he knows his job well. It was indeed a great pleasure working with Mike. I have no hesitation in strongly recommending McAdams Group and Michael Simpson for anyone interested to get assistance with regard to their Estate Planning needs.
Response from the owner: Shafqat, I wanted to take a moment to express our heartfelt gratitude to you for your positive review and endorsement of the McAdams Group team. Your kind words mean a great deal to us, and we are truly appreciative of your support. Thank you once again for your confidence in our services.
Evelyn Metcalf
Evelyn Metcalf
Working with Kelly Booker to tidy up some records with a custodian for our Trusteeship. I appreciate her persistence and follow up with that custodian to find a solution and to tidy up any mistakes in that custodian’s record so that funding plans could move forward. Thanks!
Response from the owner: It makes our day to hear that we could provide 5-star service. We’ll make sure that Kelly receives your feedback.
Ed Keahey
Ed Keahey
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.
Anne Foster
Anne Foster
Have had a great experience dealing with McAdams Group LLC!! David and Frank extensive experience with their help with our business is very reassuring!! Kelly has made the signing up process so easy and her customer service skills are really helping!! Over all a great experience 👍👍👍
Response from the owner: Anne, I want to take a moment to express my heartfelt gratitude for the time you took to provide Frank, Kelly, and me with your feedback. Your input is extremely valuable and is a testament to the exceptional qualities of our team. We genuinely appreciate your thoughtful gesture.
Luella Cox
Luella Cox
Mike was very thorough and patient with me. I highly recommend him.
Response from the owner: Luella, thanks for the 5-star review and letting us know about your experience! I’ll give Mike a shoutout for you.
Patricia Church
Patricia Church
This morning I met with McAdam’s Adviser, Zane Fowler, to go over my investments. I am pleased I have had the opportunity to talk with him. His knowledge and professionalism are impressive. I found his input and guidance to be invaluable! I am pleased I have had the opportunity to talk with him and I look forward to working with him in the future.
Response from the owner: We greatly appreciate your kind words and are thrilled to hear that we were able to deliver 5-star service. Your feedback will be shared with the entire team, including Zane. Thank you for taking the time to let us know about your experience.
Linda Screws
Linda Screws
The David McAdams Group is the most trustworthy and honest financial advisory group a person could ever want. David or another advisor in group has handled our accounts for at least 10 years, probably longer, and we have been completely satisfied with the transactions made. Recently, Zane helped us and did an excellent job. We highly recommend the David McAdams Group.
Response from the owner: Thank you very much, Linda, for the glowing review. We greatly appreciate your positive feedback and endorsement. It is our pleasure to assist clients like you.
Glenda Slater
Glenda Slater
My husband and I have been clients of The McAdams Group well over 20 years and we are very happy that we met David and his staff. We have been serviced very well with outstanding advice on our finances and being encouraged to start a Healthcare Insurance policy years ago, as it has been beneficial to my spouse at this time. I also appreciate staff checking in every 6 months or so for updates on our progress. Thank you David, Zane and all the staff for excellent services over the years. 👏👏John and Glenda Slater
Response from the owner: Glenda, I wanted to take a moment to express our heartfelt gratitude to you for your positive review and endorsement of the McAdams Group team. Your kind words mean a great deal to us, and we are truly appreciative of your support. Thank you once again for your confidence in our services.
Tom Dearing
Tom Dearing
The McAdams Group was very easy to work with. David McAdams met with me and my wife several times to educate us on our options for financial planning. The educational approach had no pressure or sales pitch. The McAdams Group staff was professional and friendly. A special note to Kelly Booker. She was an absolute joy to work with.I would recommend the McAdams group to anyone wanting to be educated on their financial options and financial planning with no stress.
Response from the owner: It makes our day to hear that we could provide 5-star service, Tom. We’ll make sure the team receives your feedback.
Elaine Atkins
Elaine Atkins
Zane was very knowledgeable and patient, explaining the different investment opportunities and strategies. I had a very productive meeting with him.
Response from the owner: Elaine, I’m pleased that you enjoyed your experience with Zane! We appreciate the great review and look forward to working with you again. 
Dave Hanson
Dave Hanson
I worked with this group, Mike Simpson specifically, and was very happy with the outcome. All my questions were answered and the process moved along quickly and at my pace. I have been putting off this process for years and am glad I finally got around to taking care of setting up my trust. I highly recommend working with Mike.
Response from the owner: Dave, we appreciate the 5-star review and you taking the time to let us know about your experience! I’ll give Mike a shoutout on your behalf.
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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.

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.

How Can We Help

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.

Learn More

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.

Contact Us

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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

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.
Stacy Ballinger
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.
Larry Bray
Very pleased! Incredibly professional & knowledgeable. Explained all of my options in a way that was easy to understand. Highly recommend!
Karolyn McDonald

* Current clients – no compensation for review.

Start My Financial Planning for Retirement

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.

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.

McAdams Group, LLC, is a full-service financial firm dedicated to helping those in the Memphis area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement. www.sec.gov Brokercheck

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98 Timber Creek Drive Cordova, TN 38018
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Privacy Policy

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of McAdams Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. McAdams Group, LLC and Sound Income Strategies  are not associated entities. McAdams Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 McAdams Group, LLC.

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