Thank you!

very reliable company and dedicated staff.

He knew what he was talking very pleasant

Mike was extremely helpful and well informed about our estate planning needs and goals.

Patience in explaining all the various tabs. Very knowledge and succinct.

I am so thankful to have found McAdams and in particular my advisor Mic Shellenberger. Mic was incredibly helpful to this 88 (almost) year old widow and her daughter in planning my estate to protect my family. Knowledgeable, patient, friendly and helpful. I confess to being initially concerned about working with a firm more than halfway across the country from me, but from the initial master class to our online meetings it all felt very personal. And at a very good price. I have received my estate plan binder and it is very organized and impressive. My last meeting with Mic went over every detail outlining action items I will accomplish to put my Trust in place, and gain peace of mind.. Thank you Mic and McAdams!

This has been an inexpensive and easy way to protect my assets from Probate and greedy government agencies.

Kelly Booker was relentless in her persistence to get my 403B funds moved. It took over five months to achieve this.

Everyone we have talked with at the McAdams Group have answered and explained all of our questions. The cost is very reasonable.

Kelly provided excellent customer service. She was very patient with me and was very direct and specific with Voya pertaining to the funds transfer. I appreciate all of her assistance.

Michael Simpson at McAdams Group, LLC helped my husband and me create a revocable Trust. He walked us through the purpose and details of a Trust, then helped us gather the information and documentation we needed to create it. Then his office created the Trust document (both hard copy and online) and he went over each section with us, helping us complete the parts that only we could. I was extremely pleased with his approach, openness to answer any questions we had, and the quality of the final product. I would highly recommend him to anyone seeking to create a Trust.

VERY CLEAR AT EXPLAINING EVERYTHING

Had a very pleasant experience with my financial advisors Frank Bailey and Aubrey! It’s great to have advisors that periodically review your financial plans on a regular basis. I never this type of service with other companies!

Michael Simpson is so knowledgeable about estate planning. He asked some pertinent questions to understand what we were hoping to accomplish and “put the cookies on the lower shelf” so that we could understand what a Revocable Trust, an Irrevocable Trust, and a Will is. He helped us decide on which tool(s) would best fit our needs to make it easier for our children to settle our estate as seamless as possible and to their benefit when our time comes to pass. Michael was so kind and down to Earth, generous with sharing his knowledge, and patient with our questions. It’s been our privilege to recommend him to many of our friends already.

I feel secure in my financial setup with the trust that was handled by Michael Simpson. No worries going forward.

My husband & I love working with Frank Bailey. We have found him a solid financial planner for our retirement. He has our future in mind and has been a part of our life for several years. We have recommended him to friends and acquaintances both. Recently, when visiting with In-laws at The Waterford in Juno Beach, Florida we were asked for a recommendation. I immediately pulled out my phone, stating "If you are able to do meetings by phone or computer, I have just the man." I then shared Frank's contact info. Michael Simpson is our Estate Planner at McAdams Group. He has a vast knowledge of everything that is necessary to handle our needs, so when we pass, our children will not stress over what happens next. The plan is already in place. They just open the book & follow along. What a relief. Everyone should come see Michael. He is phenomenal! We've already told our youngest 2 children they need to go see him ASAP.

McAdams Group is a one stop place for all of our financial/retirement needs. Our Estate Planning representative, Michael Simpson, made the estate set up process simple and efficient. The step by step instructions for funding ( transferring assets into) the plan are straightforward and make this lengthy process one that can be accomplished in small manageable steps. We are very satisfied with the service and care we received from Michael during this process.

My wife and I worked with Michael Simpson, at McAdams Group to set in place a family trust. Michale was simply fabulous all through the process. He took the time to walk us through the entire process, answered all our questions and guided us through the tasks that we had to complete as homework! Yes, you will have homework to complete if you want this process to truly work for you 🙂 I would fully recommend McAdams and specifically Michael Simpson to anyone who is contemplating establishing a family trust. Their price is reasonable, when compared to other high-priced lawyers and they provide an end-to-end solution. It's a no brainer. I too went to them and asked for Michael based on a recommendation from my sister-in-law who had used their services.

Mike Simpson is very knowledgeable! He lead us thru each step. It has given us great peace of mind. I would highly recommend him!

Great experience with the team..

I spoke to Mick Schellenberger and he was very profesional and caring, answered all my questions and concerns to my satisfaction ! Thank you .

Our advisor is great! McAdams group lets you make the decisions and guide you along the way. Not a "quick sell" or cookie cutter financial plan type of relationship. Several different groups to help with legacy trust and will, tax advisors, everything you need to have your money work for you. Highly recommend McAdams Group!

very easy to work with. explains the process with great detailed and is very easy to understand