Retirement Plans That Work for You
At McAdam Financial, we offer holistic financial planning and proven asset management, focusing on safe money strategies to help clients protect and grow their wealth.
Are you confident your retirement plan will go the distance? You've worked hard to get where you are - now it's time to make a plan to help you keep more of what you've earned. Take the next step toward creating the lifestyle you've always envisioned. Join us at our next event to learn how we can help you turn ambition into action.
As Featured In
Take the First Step
Our events make financial planning approachable, engaging and informative.
Find an event near you where you will learn about:
Select Your State
De-risk your retirement and protect your savings.
De-risk your retirement and protect your savings.
Scouring the internet for financial information and advice can be confusing, if not treacherous. Many posts or articles contain recommendations and directives that are misleading, or worse, wrong.
With over 35 years of experience, Phil Simonides, CFP®, is a trusted advisor known for his strategic thinking and unwavering commitment to client success. Whether it's managing market volatility or optimizing your tax strategy, he'll guide you through every step to ensure you keep more of your hard-earned savings.
Scouring the internet for financial information and advice can be confusing, if not treacherous. Many posts or articles contain recommendations and directives that are misleading, or worse, wrong.
With over 35 years of experience, Phil Simonides, CFP®, is a trusted advisor known for his strategic thinking and unwavering commitment to client success. Whether it's managing market volatility or optimizing your tax strategy, he'll guide you through every step to ensure you keep more of your hard-earned savings.
Could Your Retirement Tax Bill Be Too Big?
If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.
Do you know the size of your potential tax bill? Find out in 3 easy steps:
1. Enter your information into the calculator
2. Immediately see your potential retirement tax bill
3. Discover options to address it
