McAdam Financial of Chicago

McAdam Financial of Chicago is a Financial Planner in Chicago, IL. The firm provides holistic financial planning and proven asset management, focusing on safe money strategies to help clients protect and grow their wealth. Led by Phil Simonides, CFP®, the practice offers advanced wealth solutions for retirement, addressing issues such as inflation, unexpected expenses, and market volatility. The firm helps clients determine tax liability based on income thresholds and filing status for Social Security, and addresses critical tax, estate planning, and investment questions. They serve individuals seeking to optimize their tax strategy and keep more of their hard-earned savings. The business holds a rating of 4.90 based on customer reviews.

Phil Simonides brings over 37 years of experience to the firm, guiding clients through market volatility and tax optimization. He is the author of the book “Spend, Protect, Grow,” which educates readers on how to de-risk their retirement. The McAdam Financial team utilizes a planning process that includes the “Three Uniques”: the capability of a Holistic Advisor to create comprehensive, written financial plans; the installment of Safe Money Strategies to prevent loss of earned dollars; and the reliability of Process-Driven Portfolio Management that follows specific analytics proprietary to McAdam Financial. The firm also hosts events to make financial planning approachable and informative, covering topics such as strategies to mitigate the impact of the economy on retirement.

The firm’s standing is defined by its positive rating from the customers who have reviewed it. With an average of 4.92 out of 5 stars on Google, clients describe their experiences as positive, reflecting the firm’s focus on client success and strategic thinking. This high level of satisfaction underscores the effectiveness of their custom retirement plans and their commitment to helping clients pursue their goals.

McAdam Financial of Chicago combines deep experience in financial planning with a client-centered approach to help Chicago residents secure their retirement.

The firm is located on W Jackson Blvd Suite in Chicago, IL, situated just meters from the Money Museum and the Federal Reserve Bank of Chicago.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which means the website answers customer questions clearly and provides content that AI assistants can quote directly. The Technical score is 89 out of 100. Additionally, the business ranks number 3 of 23 Financial Planner businesses that BizScoreAI has scored in Chicago.

Services:

• Asset Management
• Holistic Financial Planning
• Retirement Planning
• Safe Money Strategies
• Tax Liability Determination