McAdams Group, LLC

McAdams Group, LLC McAdams Group continues to serve our community with dedication and care — we’re proud to grow with you.

For a company focused on finance, McAdams Group, LLC looks like a company focused on people, family and community.

When families first sit down with Jeffrey Farrell, his first question usually isn’t about money.It’s: “What concerns you...
06/01/2026

When families first sit down with Jeffrey Farrell, his first question usually isn’t about money.

It’s: “What concerns you most about retirement?”

Because retirement planning isn’t only financial. It’s emotional.

For some people, it’s fear of running out of money. For others, it’s taxes, healthcare costs, or simply wanting clarity.

What’s YOUR biggest retirement concern right now?

05/28/2026

Many estate plans aren’t missing — they’re just outdated.

Over time, life changes, assets grow, and tax laws evolve.

If your plan hasn’t been reviewed recently, it may no longer reflect your intentions.

Take our estate planning questionnaire to see what may need updating.
https://bit.ly/4c1fzD1

As you move closer to retirement, your investment strategy should evolve with you.Matthew Jory helps clients transition ...
05/27/2026

As you move closer to retirement, your investment strategy should evolve with you.

Matthew Jory helps clients transition from growth-focused investing to strategies designed to support income, preservation, and long-term stability.

If you’d like a review of your current plan, schedule a free strategy session today.
https://bit.ly/4mnrnmv

05/26/2026

Many financial plans are created… and then never revisited.

But over time, tax laws change, assets grow, and priorities shift.

If it’s been more than a few years since your last review, it may be time to take a closer look.

Start by taking our estate planning questionnaire to identify potential gaps.
https://bit.ly/4fev9wT

Failing to take your required minimum distribution can result in a penalty of up to 25%. While rules have improved, the ...
05/25/2026

Failing to take your required minimum distribution can result in a penalty of up to 25%. While rules have improved, the cost of missing this step is still significant.

Learn more about RMDs here: https://bit.ly/4vrmBZp

05/21/2026

Smart retirement planning doesn’t stop at building wealth — it focuses on how that wealth is used.

With the right strategy, retirees can often reduce unnecessary tax exposure over time.

It’s not about avoiding taxes — it’s about planning efficiently.

Join our smart tax planning seminar to learn how these strategies work. https://bit.ly/4uGIcMb

Required Minimum Distributions are mandatory withdrawals from retirement accounts like IRAs and 401(k)s. They begin at a...
05/20/2026

Required Minimum Distributions are mandatory withdrawals from retirement accounts like IRAs and 401(k)s.
They begin at age 73 and are designed to ensure taxes are eventually paid on those funds.
Understanding how they work can help you plan more effectively.

Join our seminar to learn more: https://bit.ly/3PABVTc

05/18/2026

One of the most overlooked parts of financial planning is communication.

If your family doesn’t understand your plan, it can lead to confusion during difficult times.

Clear structure and communication help protect both assets and relationships.

Start by reviewing your plan with our estate planning questionnaire.
https://bit.ly/4vkuwaK

Your retirement accounts may be growing — but eventually the IRS requires withdrawals.Many retirees are surprised when r...
05/17/2026

Your retirement accounts may be growing — but eventually the IRS requires withdrawals.

Many retirees are surprised when required minimum distributions begin. These withdrawals are mandatory and can impact your taxable income if they’re not planned for ahead of time.

Smart tax planning helps retirees prepare before those rules take effect. We invite you to our upcoming tax planning seminar. Register here: https://bit.ly/4ezw6zD

Talking about estate plans can feel uncomfortable. But having clear conversations today can prevent confusion tomorrow.T...
05/13/2026

Talking about estate plans can feel uncomfortable. But having clear conversations today can prevent confusion tomorrow.
This is one of the most valuable conversations a family can have - their legacy plan. Clear planning helps ensure wishes are honored and reduces stress for loved ones later.

If you’re ready to review your plan, connect with one of our strategic wealth advisors today. https://bit.ly/49GcG8N

Address

98 Timber Creek Drive
Cordova, TN
38018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19015570990

Website

Alerts

Be the first to know and let us send you an email when McAdams Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category