Retirement.
The best plan,
is yours.

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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 almost 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.

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We help you stop,
so you can start.

With retirement, sometimes all you need is a little help stopping.

How we can help

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Standalone Planning

The standalone planning engagements will cover your baseline retirement income planning needs without a requirement for ongoing investment management services.

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Comprehensive Wealth Management

A suite of services that encompasses advanced planning and investment management. Includes professional coordination, ongoing advice, and implementation support.

Firm Leadership

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Q2 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Download Quarterly…

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Jessica Wunder Ranked as a 2024 “Advisor to Watch”

Jessica Wunder, a McLean Principal, was recently named a 2024 Advisor to Watch by AdvisorHub. The ranking of “Advisors to Watch” is based on: Scope of practice measured by assets, production, and level of service; Growth of practice consisting of year-over-year growth in assets, households, and production; and lastly Professionalism includes regulatory records, community service,…

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5 Ways You May Be Sabotaging Your Retirement

There’s a lot of information out there these days on retirement income planning. Everybody is offering advice, and a lot of it is really good. Yet it seems that no matter how much information is out there, people are still hitting retirement with little or no preparedness at all. Here are five of the most…

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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.