McAdam Financial of Boston

McAdam Financial of Boston is a financial planner in Boston, MA, located at 101 Federal St Suite 1900, Boston, MA. The firm offers holistic financial planning and asset management, focusing on safe money strategies to help clients protect and grow their wealth. It holds a rating of 4.90 based on customer reviews.

Phil Simonides, CFP®, serves as Executive Vice President and Senior Advisor of Investment Management, bringing over 37 years of experience to the practice. He is the author of the book, "Spend, Protect, Grow," which educates readers on how to de-risk retirement. The 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 assets, and the reliability of process-driven portfolio management that follows specific proprietary analytics. These methods are used to develop custom retirement plans that manage market volatility and optimize tax strategies.

The firm hosts events to educate clients on topics such as mitigating the impact of inflation, unexpected expenses, and the economy on retirement. Events also cover determining tax liability based on income thresholds and filing status for Social Security, critical tax and estate planning questions, and how investment risk and market volatility can affect retirement plans. The firm provides a calculator to help clients estimate potential retirement tax bills associated with tax-deferred vehicles like IRAs and 401(k)s.

The business is known for its positive rating from the customers who have reviewed it. The firm is recognized for its 4.92 out of 5 stars rating on Google.

McAdam Financial of Boston combines deep industry experience with a structured, process-driven approach to retirement planning, offering specialized guidance to clients in Boston seeking to secure their financial future.

BizScoreAI gives McAdam Financial of Boston a Content Quality score of 100 out of 100, which means the website answers customer questions and describes its pages clearly enough for AI assistants to quote directly. The firm also holds a Technical score of 89 out of 100, showing the site is secure and indexable so search engines can read it without errors. Additionally, the business ranks number 3 of 23 Financial planner businesses that BizScoreAI has scored in Boston.

Services:

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