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
How Much of Your Retirement Income Should Be Guaranteed?
A central component of retirement income planning is estimating how much you can spend without running out of money. Equally important, however, is deciding where that income should come from. One way to think about retirement income is to assign a specific job to each source of income. Guaranteed income may be best suited to…
Planning for the Spouse Who Lives Longest
A retirement plan is built on a series of assumptions. Investment returns, inflation, healthcare costs, life expectancy, and spending all influence whether a retirement strategy succeeds over the long term. One assumption, however, receives far less attention even though it can potentially reshape nearly every aspect of a couple’s financial plan. At some point, one…
Social Security Is More Than a Monthly Benefit
Social Security is often viewed as a monthly paycheck that replaces part of the income earned during a career. As a result, many discussions focus on when to claim benefits. While the timing of that decision is important, it only scratches the surface of what Social Security contributes to a retirement plan. The age at…
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.