Estate Planning Service
Estate Planning is more than just safeguarding your wealth and trying to protect your family. We will help create a solid financial strategy based on your specific needs and goals. We know how busy you are so our goal is to simplify the process and help you get it done easily and quickly while saving you time and money.
At McAdams Group, we handle everything from managing investments and financial planning to tax-efficient strategies and long-term-care provisions. We do the hard part so you can focus on the people and the things that matter most to you. You will know you have done everything you can for your family to help secure their financial future.
Why McAdams Group?
- Price: we help you save money by eliminating additional fees for traditional lawyer
- Quality: our experienced team has helped countless people like you meet and exceed their Estate Planning needs and expectations
- Accessibility: we are available to meet virtually or in-person and can complete the entire process online at any time that works for you
We regularly ask ourselves what we can do to go above and beyond a client’s service expectations.
Featured On
9-Time
Award Recipient
Our Combined 70 Years of Experience Will Help You Ensure a Lifetime of Financial Stability
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