Retirement.
The best plan,
is yours.®
The McLean difference
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.
Knowledgeable
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
Five Year-End Reminders to Help You Start the New Year Prepared
As the year winds down, it is an opportunity to check on the arrangements you usually don’t have to think about. A health plan you’ve relied on may be changing, a retirement withdrawal may still be outstanding, or someone named in your financial documents may no longer be the right person to help. These details…
Making Connection Part of Everyday Life
As the days get shorter and the weather gets colder, staying connected can take more effort. Evening outings become less appealing, outdoor activities taper off, and casual conversations with neighbors may happen less often. Without other plans in place, spending more time at home can gradually turn into spending less time with people. That change…
The Tax Benefits of Helping Others
The holiday season often brings a renewed desire to help others. You may want to support families in your community, give back to an organization that helped someone you love, or continue a family tradition of giving. Before considering the tax benefits, think about which organizations you want to support and why. Then establish a…
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.