Estate Planning Service

We make it easy for you to leave a legacy for the people that matter most.

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?

We regularly ask ourselves what we can do to go above and beyond a client’s service expectations.

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

Why Choose McAdams Group as Your Retirement Financial Advisor

What Our Clients Are Saying About Us

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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