Good financial planning decisions extend well beyond where and how you invest. Wade Pfau explores the question of whether professional financial advice is really worth it.
This book discusses how a financial advisor will help you set up your financial plan and then make sure it is implemented correctly and monitored regularly to ensure it stays on track.
Delegating tasks is an essential part of any well-run business. The same is true in your personal life. You don’t have time to give everything the attention it needs. McLean’s advisors give your financial future our whole attention.
In this resource, we explore the not-so-glamorous daily life of advisors – what they do to manage your portfolio on a regular basis, how they make the decisions they do, and how they tackle some of the bigger issues regarding your portfolio.
This resource seeks to answer these commonly asked questions: What is involved in the process of becoming a new McLean client? What will my relationship with my advisor look like?
Our Office Locations
8200 Greensboro Dr, Suite 1150, McLean, VA 22102
P: (703) 827-0636 | F: (703) 556-8628
264 South River Rd, Bedford, NH 03110
P: (603) 413-6060 | F: (603) 215-3511
Call Us Toll Free (866) 827-0636
About McLean Asset Management Corporation
Headquartered in McLean, Virginia and with offices in Bedford, New Hampshire, McLean Asset Management Corporation was founded in 1984 and offers retirement planning, including wealth management and investment advice, to individuals and employer retirement plans. We are registered investment advisers who take seriously our Fiduciary Standard of Care duties.