It looks like we can help you.
Book your free appointment now.
Once you book your appointment, we'll wrap up with "what's next" preparation tips.
What if you could make
more income from the assets you already have?
Whether you're retired or about to be, the licensed fiduciaries at McAdams Group LLC can show you how your retirement nest egg can be better protected and produce increased income.
That's what we do.
"Can't believe it."
"Found and fixed a major vulnerability in my estate plan I didn't know about. Even reduced my estate taxes. And, thanks to the free Retirement Risk Report, I was able to find ways to increase the income I'm earning from my retirement assets. Worth every minute. It kept getting better and better." - Bill Andrews, McAdams Estate Group Client
"A wonderful experience..."
"We had a wonderful experience with McAdams Group setting up our Living Trust Plan. We appreciate their help and guidance. Now, we feel comfortable with our Estate Plan." - Kathy Nelms, McAdams Estate Group Client
"My estate is now secure..."
"McAdams Group was great to work with and made a complicated estate planning process relatively easy. My estate is now secure and my lasting wishes are protected too." - Ann Root, McAdams Estate Group Client
"Extremely helpful..."
"We worked with McAdams Group and they were great! They had a lot of knowledge of what we needed to take care of regarding our mother's deed and trust planning. Thank you so much for your help." - Jessica Kahler, McAdams Estate Group Client
"Perfect for our needs..."
"David McAdams and his team guided us through our estate planning and helped us create an age appropriate financial plan that was perfect for our needs. He took the time to explain our options on a level that we could understand. I highly recommend McAdams Group. - Patti Eason, McAdams Estate Group Client
Bonus. Get a FREE Retirement Risk Report
Meeting with a McAdams Group a licensed fiduciary to discuss your financial wellbeing is totally free.
But that's not all. If you attend your meeting, you'll also receive a personalized Retirement Risk Report listing current "red flags" and income leakages affecting your retirement, as well as opportunities that can increase your retirement income, right now.
A $1000 value, free. No obligation. We think people deserve clarity. You just have to show up, talk with us, and you'll leave our meeting with this value in hand, personalized to you.
Of course, if you choose to work with us in addressing your issues, we'd be honored. We approach all cases with the type of attention we'd have if it were our own family.
Sound reasonable? We just need about an hour. In-person or online, over any device. No cost. No obligation. No pain.
Make your appointment - and attend it.
Who knows what we can find - and improve!