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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Recurring Planning Retainer

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

Your Advisory Team

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2022 Year-End Tax Planning Reminders

As we approach the end of the year, there is still time to take advantage of tax-saving opportunities. This article outlines a few things to investigate before December 31. We recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances. Employer Retirement Plan Contributions Now is the time…

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Occam’s – Do the Midterm Elections Matter to the Market?

The 2022 midterm elections are coming up (remember to vote on November 8th). With every election, there’s always a lot of talk about how important it is to vote (true), and that if the other side wins it means the end of the world (potentially less true). There are always important issues at play, and…

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2022 – Q3 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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We'd love to hear from you!

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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.