McAdam Financially Advanced is a Boston-based financial advisory firm that specializes in providing advanced wealth solutions for retirement planning. With a team of experienced financial advisors, McAdam offers a three-step process to help clients build an advanced retirement plan, starting with discovering their ideal retirement goals, evaluating their current financial situation, and creating a custom strategy to advance their retirement with clarity and confidence. McAdam caters to individuals with $1 million in investable assets who are nearing retirement or already retired, seeking a personal, long-term relationship with an advisor.
As a trusted financial partner, McAdam offers informational seminars and events to educate clients on retirement income strategies, proven asset management, and more. The firm also addresses the potential tax implications of retirement savings and provides options to minimize taxes. With a focus on personalized service and a commitment to helping clients take control of their financial future, McAdam Financially Advanced is dedicated to providing comprehensive retirement planning solutions.
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