A retirement plan advisor has expertise that extends beyond investments to encompass all aspects of managing an employer-sponsored retirement plan. McLean’s experienced team makes running your plan as easy as building a paper airplane. 

Balance Investing in Your Company and Retirement

Your company’s retirement plan is a disciplined strategy for you, as an owner, to extract economic value from the company you have built. Right from the beginning of our relationship, we apply our expertise to help you structure your plan to maximize your benefits, while giving you the flexibility to reinvest in your company and save on taxes.

We understand that you have a business to run and don’t have time to spend hours researching retirement plan benefits. McLean puts in the work to find the best plan solutions for you, so you can choose from the available options that best meet your needs.

We’ll get your retirement plan off the ground so you can put your feet up and relax.

Simplicity For Your Retirement Plan

Your employees want security, and offering them a retirement plan can give them what they’re looking for. However, clearly explaining how to take advantage of that benefit is just as, if not more important than, offering it in the first place.

When you have a 401(k) plan that is easy to establish and manage, you save time and get a clear sense of how your plan is working for you.

And when your plan is simple to understand, you can easily communicate its benefits to the new talent you’d like to attract, as well as the established employees you want to reward as you grow.

Investment Management You Can Trust

You want to work with a firm that uses a transparent process, and we offer an approach that does just that. We acknowledge our fiduciary status in writing, disclose all conflicts of interest, and do not accept any commissions or revenue sharing payments.

You’ll stay on course with our Investment Committee keeping your plan investments on track. Comprised of four Chartered Financial Analysts (CFAs), five Certified Financial Planner™ (CFP®) professionals, and a recognized thought-leader in retirement research, Wade Pfau, Ph.D., our investment experience stands on its own. We continuously monitor and evaluate your portfolios, so you can trust we’ll get you to where you want to be safely.

Work With an Experienced Partner

McLean knows the obstacles you need to overcome for your retirement plan to be a success. With our experience and longevity, we see what lies ahead and point you in the right direction.

Think of us as your concierge along the path of operating your retirement plan. We provide expert guidance through a dedicated team of experts, allowing us to focus on quick response times that save you time and stress, getting you back to work faster. Managing support and coordinating all the players it takes to put a retirement plan together can feel like a game of Telephone. The original intention can get lost along the way. McLean makes sure the message that ends the game is the same one that started it. When you need help, we’re there.