Leave a Legacy, Not a Headache
Get your ideal estate plan in just 2 weeks
without breaking the bank.
FREE Bonus.
Get a Personal Retirement Risk Report (A $1000 value)
Meeting with a McAdams Group a licensed fiduciary to discuss your financial wellbeing is totally free.
Plus, if you meet with us, you'll also receive a personalized Retirement Risk Report listing:
- Current "red flags" in your retirement outlook
- Income leakages affecting you today
- Income stress tests in case of market volatility
That's a $1000 value, free. No obligation. You just have to show up, talk with us, and you'll leave our meeting with this value in hand, personalized to you.
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 parents.
We'll also look for opportunities that can INCREASE your retirement income with the assets you already have!
Sound reasonable? We just need about an hour. In-person or online, over any device. No cost. No obligation. No pain.
Make your Estate Planning appointment - and attend it.
Who knows what we can find together!
Don't leave your family's future to chance.
Take control of your family's future with McAdams Estate Group. Schedule a consultation today and let us help you create an estate plan that provides security, clarity, and peace of mind for you and your loved ones.
"Can't believe it."
"Found and fixed a major vulnerability in my estate plan. 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." - Bill Andrews, McAdams 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 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 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 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 Group Client