Jenny McAdams

CFP®, ChFC®, FIC

Wealth Advisor

Comprehensive Financial Guidance focused on your goals and values

State(s) Licensed:   AZ, CO, FL, GA, IL, IN, MN, MO, TN, WI

Phone 630-387-9030
Address

1797 W State Street Suite A
Geneva, IL 60134

Jenny McAdams

Comprehensive Financial Guidance focused on your goals and values

State(s) Licensed:   AZ, CO, FL, GA, IL, IN, MN, MO, TN, WI

Providing the Fox Valley with Financial Guidance

As a Wealth Advisor, I will work with you to provide comprehensive financial guidance that reflects your goals and values.


I specialize in helping my clients simplify and streamline:

  • Retirement income planning
  • Investment management
  • College planning
  • Business planning
  • Wealth Management
  • Protecting loved ones against the impact of extended care, death, and disability
  • Charitable giving
  • Financial strategies
  • What to do when a loved one dies
  • Their written plan
  • How to be tax efficient with RMDs
  • Legacy planning


We love to help our clients in transitional times:

  • When a spouse or parent dies,
  • When they are a few years from retirement
  • As they are preparing for RMDs

Have you been asking yourself these questions?

I help my clients answer:

  • When can I retire?
  • Will I run out of money in retirement?
  • What do I do with my old 401k?
  • Should I have a Roth IRA?
  • What if my spouse dies?
  • How much life insurance do I need?
  • I don't want to go to a nursing home- what should I do now?
  • Should I get a financial plan?
  • How can I be tax efficient with my IRAs and Roth IRAs?
  • What if I get sick or hurt and can't work?
  • What happens if I lose my job?


Call my office in Geneva to learn more or use this link to schedule a time to connect.

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Location

Geneva Office

Phone:
630-387-9030

Hours

Monday: 8AM – 4PM

Tuesday: 8AM – 5:30PM

Wednesday: 8AM – 4PM

Thursday: 8AM – 4PM

Friday:8AM – 12PM