McAdams Group, LLC Timber Creek Dr, Cordova

Love working with the McAdams group. They were so helpful in getting me ready for retirement from every angle. David explained each step of the process, laying out the different options, and setting us up with a strategy we could be comfortable with. We were not forgotten after the main part was complete. They contact us regularly, help us review where we are, lay out other options that may interest us, but never pressure us to do anything we are not comfortable with. The entire staff is always helpful and courteous. It has been the best decision we could have made to meet our financial needs.

Spoke to this firm today regarding Estate planning for my mother and they were professional, knowledgeable and extremely helpful. We worked with Nathan Collier and he was great! He 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.

We are grateful to have found the McAdams Group! They steered us in the right direction in retirement. Everyone is extremely professional, knowledgeable, friendly and efficient. They are more than willing to listen to our questions and concerns and address every one of them. We feel like our financial goals and plans are in good hands.

We were very fortunate to meet David in 2018 as we both were moving toward retirement. From the beginning, David and his team have provided excellent guidance on our financial planning issues and investments. If you’re looking for an advisor who offers you facts, not fiction, about your financial planning, please make sure to contact David. Based on our experience, you’ll be glad that you did.

We have done business with this group for at least 15 years. David and Gary have been wonderful to work with as well as their staff. Always friendly and always returns your phone calls. They have never steered us wrong yet so we are very happy!

I have worked with this client Moana for 18 years. Have had excellent service. Recently my husband died and they reached out to review my financial situation and make sure I am ok.

So far so good. We have been with the McAdams group for just over a year as of Aug, 2021. We are not of retirement age yet (I'm 48 and my wife is 46) but we wanted to find someone now so we are not looking for someone like David when the time comes. You do not want to be looking for a retirement specialist 2 weeks before you retire or think you can retire. Finding the right person to help you with your retirement finances is a serious matter and the more time you can spend doing so will save you lots of heartache later on. Saving for retirement should be something you start early on in your life (ideally in your 20's), do not wait until you are in your 50's to take this stuff seriously. David and his team can help you accomplish your goals. Meeting with a financial retirement specialist as soon as you can, way before you think you are going to retire, is very important. Time is something you can not rewind. The earlier you go see someone like the McAdams group the better off you will be I promise. Do not blindly go into retirement thinking you know everything without first getting a second opinion or even a third opinion, heck even a forth. David and his team will gladly meet with you several times to answer all your questions before you make the decision of using their services. I believe they will do their best to help you anyway they can when it comes to succeeding in retirement. I could go on about why this sort of thing is important, but if you want to retire someday, it would be a good idea to get with someone like the McAdams Group to help you with your goals. The sooner the better.

We have known Richard Burt for around 14 years. As seniors, we are very serious about our financial planning and retirement. We have had great confidence in the advice Richard has given us. We feel comfortable that our investment decisions, based on Richard's advice, are right where we should be. Thanks Richard for caring and always being responsive and professional.

Richard is one of the most professional and honest people I know. Personal finances and retirement can be overwhelming and my husband and I find it really hard to trust anyone who really looks out for their clients and what's best for them. Richard truly listened to our goals and objectives and found creative ways to get us there. Truly recommend! Don't go anywhere else!

I have known Dave McAdams for over a decade and his character is what attracted me to his firm. The advice he has given has been absolutely spot on and trustworthiness. I would highly recommend his firm to anyone seeking tax or financial help!