When straight-forward

seems straight up difficult.

How did McLean help John and Cathy achieve their retirement goals?

Retirement Stories

From doing something that “feels right”,

to then wondering “what’s right?”.

How did McLean help Paul and Nancy achieve their retirement goals? 

The testimonials appearing on this page are not representative of all client opinions of McLean Asset Management Corporation (McLean). Images appearing on this page are intended for illustrative purposes only and are not reflective of actual McLean clients. Client names have been changed for privacy reasons. Client experiences can and likely will vary from the experiences reflected herein. Quotations are fictitious for illustrative and narrative purposes. McLean does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers.

Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of McLean’s services discussed herein will vary based upon a variety of criteria, such as the client’s investment and financial circumstances, age, tax bracket, employment status, current and expected future income, health status, and other factors. McLean is not a law firm or accounting firm. Legal and accounting services should be sought from the qualified professional(s) and/or firms of the client’s choosing. Income guarantees may be provided by unaffiliated insurance companies, and such guarantees depend on the financial strength and payment capacity of the policy issuer. Insurance sales and consultation services are provided through McLean Insurance Solutions, an affiliated insurance agency, and insurance sales may result in the payment of commissions, which are generally separate from and in addition to McLean advisory fees. Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.

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