Is your retirement income plan
Schedule a call today with Jason Rizkallah, Managing Director of Financial Planning at McLean Asset Management, to determine if your current retirement income plan is putting you on the right path forward.
How reliable is
The process of building a retirement income strategy involves determining how to best combine retirement income tools to optimize the balance between meeting your retirement goals and protecting those goals from the unique risks of retirement.
Jason Rizkallah joined McLean in 2019. With over seventeen years of experience advising clients through all aspects of their financial lives, Jason specializes in holistic financial planning to help his clients stay on track to achieve their long-term financial goals.
A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships.
B.A. in Economics from the University of Maryland, College Park
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Retirement Income Certified Professional® (RICP®)
Maryland Insurance License
Member, University of Maryland, College Park Alumni Association
Take the next step
towards retirement clarity.
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.