Retirement.
The best plan,
is yours.
The McLean difference
McLean is where theory meets practice.
We understand that no single approach is right for everyone. Leveraging insights from the latest research, McLean is at the forefront of new developments in retirement income planning.
Knowledgable
and supportive
With forty years of history, McLean has clients well into their third decade of working with us to navigate the complexities of their retirement income plan. We don’t take that lightly and strive for excellence in all that we do.
We help you stop,
so you can start.
With retirement, sometimes all you need is a little help stopping.
How we can help
Standalone Planning
The standalone planning engagements will cover your baseline retirement income planning needs without a requirement for ongoing investment management services.
Comprehensive Wealth Management
A suite of services that encompasses advanced planning and investment management. Includes professional coordination, ongoing advice, and implementation support.
Firm Leadership
Protecting Yourself From Financial Exploitation
Financial exploitation has evolved far beyond the obvious scams of years past. Today’s schemes are polished, personal, and designed to look legitimate at first glance. They show up through text messages, emails, voicemail, social media, and even websites that mirror the real thing. You can be sharp, organized, and tech-savvy and still get targeted. The…
The Estate Planning Conversation Most People Put Off
Estate planning has a reputation for being something you deal with only when life forces the issue. It can feel emotional, technical, or simply like a task for another day. But once you understand what a plan can do for you and your family, it becomes much less of a chore and more of a…
Caregiving Happens Quietly Until It Doesn’t
Caregiving rarely announces itself with a big moment. More often, it starts with small shifts. You offer to handle a parent’s online pharmacy because the refill system “looks confusing.” You start attending doctor appointments to take notes and help make sense of the medical alphabet soup. Before long, you realize you are coordinating care, managing…
Take the next step
towards retirement clarity.
Comprehensive wealth management indicates a suite of services covering a broad array of investment management, financial planning, and professional coordination elements but may not literally cover all aspects of a client’s financial affairs. Blog posts linked on this page are intended for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The adviser does not endeavor to update or remove blog posts and articles after initial publication. No linked content should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. This commentary should not be regarded as a complete analysis of the subjects discussed. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a number of factors, including the client’s investment, financial, and tax circumstances. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.