Retirement.
The best plan,
is yours.

retired-woman
retired-couple

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.

mclean-headshot

We help you stop,
so you can start.

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

How we can help

clipboard

Standalone Planning

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

Artboard 15

Recurring Planning Retainer

An extension of the standalone planning engagement, the recurring planning retainer provides an ongoing advice-only relationship without investment management services.

mag-glass

Comprehensive Wealth Management

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

Your Advisory Team

paula-1
alexM-1
dean-1
bob-1

A Tax on Giving – Understanding the Gift Tax Rules

Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you…

Read More...

The Importance of Your Savings Rate

How much you save for retirement goes a long way to determining how much you can spend in retirement. The more you save while you’re working, all else equal, the more you can spend in retirement. It sounds straightforward, but it seems to be something that many people forget, or at the very least, seem…

Read More...

Medicare Open Enrollment 2022

Medicare beneficiaries can join, switch, or drop a plan during the annual Open Enrollment Period, which runs from October 15 – December 7, 2022. Each year, Medicare plan costs and coverage typically change. In addition, your healthcare needs or network of doctors may have changed over the past year. Also known as Medicare’s annual election…

Read More...
megaphone

Get in touch

We'd love to hear from you!

(866) 827-0636

Book an Appointment

calendar-clipboard