McAdams Group, LLC
4.9
McAdams Group, LLC is a financial planner located at 98 Timber Creek Dr # 1, Cordova, TN.
About
McAdams Group, LLC is listed as a financial planner at 98 Timber Creek Dr # 1, Cordova, TN. The firm offers retirement planning, financial planning, estate planning, tax planning, investment and wealth management, and individual life insurance.
Contact the business directly to confirm current services and availability.
Services
Retirement Planning
Helps clients transform savings into reliable and consistent income for retirement, analyzing factors such as inflation, taxes, and interest rates in relation to post-work goals.
Financial Planning
Provides a tailored plan that identifies lifetime objectives, determines risk profiles, and builds portfolios based on individual goals and cash flow needs.
Estate Planning
Assists clients with creating revocable and irrevocable trusts and wills to protect assets and ease the settlement of estates for beneficiaries.
Tax Planning
Educates clients on the taxable portions of Social Security and retirement income and helps coordinate tax reduction strategies.
Investment Management
Focuses on income-generating investments and conservative allocation strategies to preserve savings and support long-term retirement income.
Fiduciary Financial Advising
Offers guidance aligned with client needs as a fiduciary, with the goal of supporting strong long-term investment performance.
Reviews
