Retirement.
The best plan,
is yours.
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 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
What’s Next? Defining Your Life in Retirement
Gone are the days of gold watches and a permanent tee time. Today, retirement isn’t so much a finish line as it is a mindset shift from “What do I have to do?” to “What do I want to do?” Maybe you’ll keep working, but on your terms. Maybe you’ll travel, volunteer, or finally pick…
Does This Investment Belong in Your Portfolio? Here’s How to Decide.
If it feels like there’s a new investment idea popping up every week, you’re not imagining it. From cryptocurrencies and thematic ETFs to private placements and managed futures, today’s investment landscape is overflowing with options. But just because an opportunity sounds promising, or everyone else seems to be getting in, doesn’t mean it’s the right…
From Insight to Action: Knowing the Limits of Investment Models
If you’re an investor today, you’re likely swimming in opportunities. There’s no shortage of funds, factors, or financial innovations vying for a spot in your portfolio. But with so many options (and so much buzz), it can be hard to separate what’s truly valuable from what’s simply trending. To decide what earns a seat in…
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.