Our Services
We can help you address these four areas using a variety of financial products and services.
Financial Planning
Once your McAdam advisor understands your unique needs, goals and dreams, they will create a comprehensive financial plan that covers:
- 401(k) Strategies
- Retirement Planning
- Tax and Insurance Strategies
- Employer Benefits Optimization
- Education Planning
- Estate Planning
Proven Asset Management
McAdam has extensive experience with highly specialized investment strategies that are designed to help you grow, sustain and protect your portfolio:
- Investment Advisory Services
- Safe Money Strategies
- Tax-Sensitive Investment Management
- Investment Income Strategies
- Alternative Investment Strategies
- Specialized Separately Managed Account Access
Advanced Wealth Strategies
Complex financial challenges require advanced strategies to help ensure your investments continue to grow:
- Advanced Tax Planning Strategies
- Advanced Insurance Architecture
- Advanced Estate Planning Strategies
Executive Services
We know that the greatest driver of your financial future is your profession. That’s why we center all of our conversations around your career and business needs. Our goal is to keep your professional and personal finances thriving:
- Executive Compensation Plans
- Tax Mitigation Strategies
- Qualified Retirement Plans
- Exit Strategy / Liquidity Event Planning
Learn how we can help you advance your retirement.
Email consultation@mcadamfa.com today!
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific request and needs of the client. McAdam does not serve as an attorney, accountant, or insurance agent. McAdam does not prepare legal documents or tax returns, nor does it sell insurance products. As disclosed on McAdam’s Form ADV, if the client desires, McAdam’s representatives and/or affiliate, McAdam Financial Group, a licensed insurance agency, can be engaged to provide insurance sales/services per separate and additional compensation.
Instant Download
Four things to address to help ensure you can weather a drop in the market
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:
- How to decide how much of your savings should be invested in the market
- A simple calculation to help determine whether you've saved enough to retire
- Alternative methods to create income without relying on a volatile stock market
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.