Thank you!

We are very pleased with McAdams group of very informative and quick responses.

We had a great experience working with Michael Simpson at the McAdams Group while setting up our living trust. From the beginning, Michael took the time to understand our situation and followed up with thoughtful questions that helped guide us toward the best plan for our family.When we met with him in person, everything was clearly organized in a binder for our records. He walked us through each section, explaining what had already been completed, what steps we needed to take, and what he would handle moving forward. He was extremely patient and thorough, especially when we had questions to make sure we fully understood the trust and our responsibilities.Our trust was customized specifically for our needs and our heirs, which gave us a lot of confidence and peace of mind. We truly appreciated Michael’s professionalism, organization, and willingness to explain every detail. We would highly recommend Michael Simpson and the McAdams Group to anyone considering estate planning.

Michael Simpson and his team at McAdams Group, LLC helped us tremendously in creating our Trust securing our future as we desired. Without their guidance and expertise, we would not have been able to complete this task as desired. Michael was diligent and available to return our calls in a timely manner when needed. The process was simplified, and we would highly recommend them for your Estate planning needs.

We were so happy and impressed with the timely manner that we had our Estate planning completed. We are so thankful for Mike and Mic.

Ms Kelly was a gem to work with and made a complex process much easier. Thank you Ms Kelly for all your efforts

McAdams Group does a lot of free educating with their on-line seminars. Mic Shellenberger did an excellent job walking me through the whole estate planning process! He is very good at explaining every aspect, step by step. Mic answered all my questions and is very personable. After trying numerous estate planning programs and people, I’ve finally found a company that has made it easy for me to follow through and complete my estate trust. What a relief! Thanks McAdams and especially Mic Shellenberger for being an awesome estate planner coordinator.Thank,Diane

Michael Simpson was referred to us to complete our will and trust. He was awesome. Explained every step of the process and made the whole experience seamless. Would definitely recommend!

My husband and I truly appreciate all the care and knowledge Mr Simpson at McAdams Group gave us. He covered everything we needed to have a piece of mind with our estates. Thank you so much.

The estate planning process has been well organized and Mike has been great about explaining each step along the way.

McAdams Group provided Estate planning services for me and my family and I am thoroughly pleased with my experience. The level of care and professionalism was unmatched. Mike was even willing to speak with my Mother and settle some of her concerns. I can not say enough good things about the invaluable service that I received. I will definitely hire them again in the future.

Ya’ll need to get in touch with Michael at McAdams group and get your TRUST done to insure your kids don’t have to deal with a bunch of nonsense when you die and to protect your assets for them !Michael is a joy to work with! He takes you by the hand and leads you through every step of the process. It was made very easy for us to secure our assets for our kids so that when we are gone, they are not having to deal with Probate court.Even now, when I have questions or concerns, he is quick to respond and make things easy to understand.They make it very affordable too!Don’t wait, you’re not guaranteed tomorrow and you don’t want to leave loose ends!

Professional, Professional, Professional, they made me feel important and they are very knowledgeable and caring. I highly recommend them to any that are looking for financial advice and creating a trust.

Our experience with Michael Simpson was wonderful from start to finish. He explained everything well and was patient in answering our questions. I highly recommend Michael for your estate planning.

Great experience with McAdams Group. Michael Simpson, Mike Shellenberger, and Alex Hunt were easy to work with and most helpful. Michael Simpson assisted us with putting together a most complete trust.

Michael Simpson handled our estate planning flawlessly from beginning to end. He spent so much time with us answering questions and clarifying things for us. When we were all wrapped up with our estate planning, he helped my mother-in-law as well. If you’re looking for someone to take care of this for you, don’t even hesitate—-just call Michael.

Michael was very knowledgeable, thoughtful, and caring setting up our estate planning and trust. He offered great advice and was very detailed. I highly recommend his services.

Helpful and instructive. Made a confusing subject much easier to understand

Great experience and excellent customer service

Great group to work with. They were thorough and quick making sure you understood all through the process.

This was all new to me – Estate Planning. My husband and I did not document our wishes. Then he passed away and I realized I must do this. Did not want my estate to go into Probate. I attended an online discussion about Estate Planning with the McAdams Group. Within 5 minutes, I knew that this was the firm that I wanted to handle my estate. Made an appointment online and within two days had an appointment with Mike Shellenberger. He stepped me through the whole process. Because he was very friendly and compassionate which made me feel very confident about this whole process and my decision to have the McAdams Group assist me with creating my Estate plan.

Very professional with compassion, kindness and understanding

I am learning how to make my life and after my death,Really have a feeling of peace.It’s their proper way of dealing with people in a very respectful manner. While doing business just as usual. They really know their stuff.

It was a true pleasure working with Mic S in completing our Trust and WIll documents. Since moving three years ago, it had been on our To Do List and something that we were not looking forward to doing. Mic made it enjoyable and seamless as we completed the most important and meaningful document in our lives. We trusted Mic to include all of the necessary documents to protect our legacy and make it easy for our sons to execute our estate completely. Mic delivered!!Heartfelt thanks,Barbara and Michael Kania

My McAdams Financial Advisors are extremely attentive and focused on ensuring that I am completely satisfied with the service. I am extremely pleased with the investment services provided by SIS. I plan to give them a lot more business in the future! I also plan to share my experiences with a number of friends who could benefit from this service!

He was very helpful and walked me through the whole process. I like that i can contact him when if i have any questions esp. regarding adding or deleting bank accounts or other things. I also love the binder with everything in it sorted under tabs. I was also able to make payment arrangements otherwise i wouldn’t have been able to do it.

Michael Simpson was very thorough with the estate planning. He was very patient with us with work and family commitments. They did a great job with excellent pricing. I would recommend this process with Michael to anyone

It has been a pleasure meeting and learning from Mic. I have no doubt that he will continue to work with me and others for our needs of the future. Thank you so much for everything.

Very straightforward and comprehensive. Low stress. Would highly recommend Michael and the McAdams Group.

recently worked withMichael Simpson to set up my revocable trust, and the experience was excellent from start to finish. He explained everything clearly, was patient with all my questions, and made a complicated process feel easy and manageable. I appreciated his professionalism, attention to detail, and the way he made sure I understood every step before moving forward. I now feel confident and organized thanks to his guidance. I would highly recommend him to anyone looking for a trustworthy and knowledgeable financial estate planner.

We need the help and the McAdam’s team is fantastic and work as one team to give me the help I need. I am glad that I have your support and guidance. Josh, Mike, Gygy – thanks you! No matter where you are in your journey to secure your family future – do yourself a favor talk to the McAdam’s team they listen and help you in every way possible.

In depth explanation of the process. Step by step instructions on our responsibilities for completion and funding of the Trust. Very easy to talk to and very sincere. Would highly recommend at least meeting and talking with firm members.

Mike was a great guy to work with, patient, understanding, answered all questions, and as I said endless patients.We will recommend him to everyone.

Everyone was courteous and friendly. The office was inviting, modern, & clean. The advice we received was very spot on and immensely helpful.

Working with Mic Shellenberger, Estate Plan Coordinator at McAdams Group has been an absolute pleasure and a very successful experience. Mic is a great professional and helped me with all my questions and he also brought up points for me to consider and think about. There are many things to consider in this process to get things right for me and my heirs and I feel very confident that we have covered everything necessary. I highly recommend McAdams Group and Mic Shellenberger to help you with any estate planning needs you have

Mic was our Advisor. He was very patient and thorough in walking me through understanding and developing our trust. We highly recommend Mic and McAdams!

LaJasia Higgins did an excellent job assisting me.

Well experience well informing professional. Portal for use to heirs is great. No pressure just helpful info. And all in timely manor

This note to express my sincere gratitude to Mr. Michael Simpson for the exceptional service he and his team provided while creating my estate plan. I was particularly impressed with Michael’s professionalism and attention to detail and how he explained complex legal matters in a clear and understanding way and the patience shown throughout the process. Michael made this entire process smooth and comforting. He provided me with invaluable peace of mind knowing that my family’s future is secure and my wishes are clearly documented. Michael, thank you again for your dedication and outstanding work ethic and attention to detail. It has been my pleasure working with you and I’ll gladly recommend your services to anyone in need of estate planning assistance.

Excellent company with exceptional people. Love their business model.

I have received excellent service and support during the preparation of my Trust by Michael Simpson and his staff. All questions are answered timely and they are patient as I am gaining knowledge and understanding.

I attended a virtual estate planning presentation and decided to sign up for McAdams Group’s guidance. I found them professional, direct and easy to work with. I highly recommend the team, specially Michael Simpson. Michael is very knowledgeable, responsive and cordial.

Absolutely the BEST!!! Mr Michael Simpson is a true professional and cares for his clients. He went above and beyond to explain the process, walk us through the important DETAILS that other companies just DON’T tell you! Michael, THANK YOU soo very much for your professionalism, kindness, and making my husband Tommie and I feel like family.We will NEVER go anywhere else for our financial planning needs, NO reason to, we found the BEST!!!!!! 10,000 STARS!!!!! 🌟

Smooth and easy process. I like the fact you can do all of your financial and estate planning under one roof. They’ve been very helpful.

I worked with Michael Simpson setting up a trust for my family. He was great to work with, very patient with my questions, very respectful, and prompt with any requests. I would recommend his services.

We have been very pleased with Mic’s help and guidance thru the process of setting up our estate plan and revocable trust. Without his assistance we would be hopelessly lost. Mic was very helpful in understanding our specific needs in a last will. It has been a pleasure to work with Mic. I would highly recommend Mic and McAdams.

Mike Simpson worked with us to create an estate plan that would serve us and our family well for our future. Each meeting that we had with Mike was efficient, concise and productive. Most, if not all, of our questions were answered before we needed to ask, and he was so good at identifying just how much he needed to explain – meaning, he met us where we were as far as our knowledge of this process. The process was efficient as well – sending information to us in advance that we needed to review prior to meetings as well as providing checklists and follow up in order to execute a successful plan. We highly recommend the McAdams Group and Mike Simpson to anyone who needs to create an estate plan that is best for them and their family.

He ( Mike) is knowledgeable, attentive and kind He also responds promptly to your calls. Mike is very professional

My husband and I were treated very honestly, professional, and kindly by Michael Simpson at McAdams Group LLC. We created our Trust and he walked us through every step and promptly answered any questions. We highly recommend Michael and the McAdams Group. They have also earned an A+ BBB rating. You can absolutely put your trust in their knowledge.