The Financial Planning and Advisory team at McAdam Financial is responsible for providing personalized and comprehensive financial advice to clients, incorporating their professional lives into the financial planning process. The team consists of paraplanners, private wealth advisors, certified financial planners (CFPs), and leadership roles focused on advisor development. Utilizing McAdam's Advanced Advisory Model™, they deliver tailored strategies to optimize clients' financial outcomes by examining crucial aspects of their professions alongside their personal finances.
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