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
Balancing Insurance and Investments in Retirement Planning
Retirement income planning is one of the most important challenges in financial services today. People are living longer, traditional pensions are less common, and Social Security alone often does not provide enough to cover the lifestyle many retirees hope to maintain. The responsibility now falls on individuals to turn their accumulated savings into a reliable…
Is a Continuing Care Retirement Community Right for You?
If you’re looking ahead to retirement and thinking about addressing your long-term care needs as you age, you may want to consider a continuing care retirement community (CCRC). A CCRC, also known as a “life plan” community, is a retirement community that provides a continuum of care – independent living, assisted living, and skilled nursing…
What If I Start to Forget? Future-Proofing Your Retirement Plan
It’s not exactly cocktail party conversation, but somewhere between talking about travel plans and the grandkids, most retirees eventually start to wonder: What happens if my memory starts to slip? It’s a tough thought, and for many, it’s easier to ignore. But planning for cognitive decline isn’t about being pessimistic. It’s about protecting your future,…
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.