3 Ways Our Financial Planning Team Puts Your Plan to Work

The following is an excerpt from our ebook, “What McLean Can Do for You.”

Your investments are important, but they are just a piece of your broader financial picture. While our Investment Committee monitors your investments to make sure they are working for you, the Financial Planning Committee is looking at everything else.

The Financial Planning Committee helps your advisor fit all of the pieces of your financial situation together into a clear picture. They take your investments to the next level in three ways.

1. The Financial Planning Committee reconciles investment strategies.

The Financial Planning Committee, led by our Director of Financial Planning, Rob Cordeau, CFP®, helps reconcile our investment strategies with the current environment of financial planning strategies.

These change as often as investment approaches. Any tax law change can have a variety of trickle-down repercussions that require approaches to be reconsidered. Government policies like Social Security also frequently change, which can directly impact your financial situation.

2. The Financial Planning Committee considers new areas as needs arise.

The Financial Planning Committee is constantly looking into new strategies and approaches, as your needs arise. Recently, the committee has considered:

  • Asset Location Decisions – What you are investing in and what kinds of accounts those investments are going into (e.g. individual retirement account [IRA], Roth IRA, 401[k]).
  • Retirement Income Planning Strategies – Planning for retirement, including which accounts you’ll draw from first in retirement.
  • Social Security Claiming Strategies – When and how to draw Social Security for maximum impact.
  • Charitable Giving Strategies – Which charities you want to support, and giving in ways that could offset taxes you might owe.

3. Our Financial Planning Committee uses a state-of-the-art tool designed at McLean.

In addition to everything else, we have also created the industry’s first financial planning tool, inStream Solutions, which proactively assesses your financial situation and notifies your advisor if there is an area in need of attention or a need for a course correction. This tool is used by many of the leading financial advisory firms across the country. At McLean, this tool allows us to analyze your financial plan every single night to ensure you are continually moving toward your goals.

3 Ways Our Financial Planning Team Puts Your Plan to Work

Investing is only a piece of your financial life. The Financial Planning Committee uses these strategies to help you consider the entire picture.

Download “What McLean Can Do for You” to find out how we can help you reach your financial goals.


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