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Our Process

McAdams Tax Advisory Group wants to assist you in identifying and reaching your own financial goals. We follow a seven-step educational process that helps you identify your objectives and develop the strategies that will help you reach those goals.

Our Seven-Step Process:

  1. Identify Lifetime Objectives & Strategies
    • At McAdams Tax Advisory Group, we don't believe in a "cookie-cutter" approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.
  2. Determine Your Risk Profile
    • How much of your money should be in the stock market? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns.
  3. Understand All of Your Options
    • Some advisors are not willing to spend the time to educate you. We believe an informed client is a good client. We believe peace of mind may come from understanding your options.
  4. Build Your Non-Stock Market Portfolio
    • Your personal preferences as well as your cash flow needs are some of the factors that determine your non-common stock market investment allocation. In building your model, we educate you about today's conservative income-generating options, so you can make informed decisions.
  5. Optimize Your Investment Allocations
    • If desired, we will help you allocate the equity portion of your investments in conjunction with modern portfolio theory and mean-variance optimization.
  6. Identify Tax Reduction and Catastrophic Protection Strategies
    • Once your investment allocation is completed, we help coordinate your affairs. Our focus is on minimizing income taxes and future death taxes as well as helping to potentially protect you and your assets from health care catastrophes.
  7. Schedule Regular Periodic Reviews
    • Last but certainly not least, we believe regular periodic reviews will help you stay the course. Our firm's success in large part comes from an emphasis on client service. We strive to contact each of our clients at least four times a year.