Annual Review – McAdams Group, LLC.

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(877) 578-2226

(901) 737-3883

98 Timber Creek Drive

Cordova, TN 38018

Mon-Fri 8:00-5:00 CST

Saturday & Sunday CLOSED

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Home
About
McAdams News
Radio Show
Resources Center
McAdams Tax Center

Mon-Fri 8:00-5:00 CST

Saturday & Sunday CLOSED

(877) 578-2226

(901) 737-3883

98 Timber Creek Drive

Cordova, TN 38018

REQUEST A CONSULTATION

Annual Review

Home Annual Review

Step 1 of 5

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Name*
First Last
Date of Meeting*
Date Format: MM slash DD slash YYYY
Reason for Meeting

Your wages*
Your Social Security*
Pension
Interest Income
Annuity Payments
Your Total Income
Married*
- Yes
- No
Spouse Wages
Spouse Social Security
Spouse Pension
Spouse Interest Income
Spouse Annuity Payments
Spouse Total
Average Monthly Expenses
Does your monthly income cover your expenses?
- Yes
- No
- Not sure
Do you expect any major changes in your income?
- Yes
- No
- Not sure
Are you anticipating any major life style changes?
- Yes
- No
- Not sure
Do you expect to make any large purchases within three years?
- Yes
- No
- Not sure

Debt
Home Value
Do you own investment property?
- Yes
- No
Other real estate value
Do you own a second home
- Yes
- No
Other Debts
Debt name Amount Owed Payoff Date

Press the "+" to add another row

PLEASE DO NOT LIST ANY INVESTMENTS CURRENTLY MANAGED BY MCADAMS GROUP LLC
Only list bank accts, Money Markets, Brokerage Accts, Stocks, Bonds, and Other Investments held outside of McAdams Group.
List
Company & Investment Type Owner's Initials Interest rate % Purchase Date (mm/dd/yyyy) Original Value Current Value Location Held
Liquid $
Long Term $
Total

Have there been any changes or additions to your family since your last review:
Additional
Children Grandchildren
Updates to financial goals:
Do you know anyone who benefit from our services?
Name Phone Number Email

Press the "+" to add another row

98 Timber Creek Drive Cordova, TN 38018
(877) 578-2226
(901) 737-3883
(901) 755-0420
theteam@mcadamsgroupllc.com

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sound Income Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of states where otherwise legally permitted to conduct business. A franchise of The Retirement Income Store.

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