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From doing something that "feels right",

to then wondering "what's right?".

How did McLean help Paul and Nancy achieve their retirement goals? Find out below…

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Paul and Nancy, by every metric, were a highly successful couple. They owned a successful business that others envied, and only being in their early 50s, they were younger than most to be in their position. So, when the opportunity to liquidate their business arose, they looked at each other and said, “This feels right”.
But while the initial financial windfall felt right, turning it into an income-generating asset in their portfolio had them asking each other, “What’s right?” That question was so big for Paul that he stayed on with the purchasing firm to keep their income flowing. Considering they had been with a financial advisor for years, Paul and Nancy had a new question: “Why are we asking this?”. Well, their current “financial plan” was about 100 pages thick, and as Paul liked to say, “It brought me the anxiety of a horror story when it should have been an action adventure!” Paul decided to look for a new advisory firm and found McLean.

Paul Asked

“How can I know “what’s right” for our retirement after liquidating our business?”

To which we replied:
“The best plan, is your plan. Let’s learn what you want so we can help plan for how to achieve it!”

Paul and Nancy had spent so much time in fear that one of Mclean’s first tasks was helping them see they were financially sound enough to have fun. We helped them set up tangible spending goals and structured their assets to create a floor of guaranteed income, allowing them to relax and emotionally enjoy some of what life has to offer, all while hitting their financial goals.

How we helped Paul and Nancy:

  • Built a bridge of reliable income to get from retirement to delayed social security
  • Gave them a tangible retirement spending goal that met their emotional and financial goals
  • Gave Paul the confidence to say “thank you, goodbye!” to the purchasing firm

Deep down, Paul and Nancy knew they were writing an action-adventure novel for their retirement years; their old advisor had just written the wrong story. McLean showed them they still had time to start on page one.

“I was so afraid to reach out to an advisor because I felt our situation was too easy and I was embarrassed to ask for help. It turns out, the most embarrassing thing now is my wife knowing I should have reached out to McLean sooner!”

Paul

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.

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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McLean Asset Management Corporation (“MAMC”) is a SEC-registered investment adviser. MAMC only transacts business in states where it is properly registered or excluded or exempt from registration requirements. The information provided herein is for educational purposes only and should not be construed as investment advice and does not intend to make an offer to sell or a solicitation of an offer to buy or sell securities. It is not intended to provide specific legal, tax, or other professional advice. Investments involve risk and unless otherwise stated, are not guaranteed. Although Information has been obtained from sources deemed to be reliable, we make no guarantee as to the accuracy or completeness of this data. MAMC shall not be liable for any errors or omissions, or for any actions taken in reliance thereon. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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