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
McLean is Named a Top RIA to Work For by Financial Planning Magazine
On December 3, 2024, McLean was ranked #2 on the “52 Best RIAs to Work For” list compiled by Financial Planning magazine and Best Companies Group. This nationwide awards program is designed to identify registered investment advisors, or RIAs, with the best culture. To be considered for participation, companies had to fulfill the following eligibility…
How Bonds Work
Bonds are an essential component of many investment portfolios, providing stability, income, and diversification. However, to fully appreciate their role and potential, it’s important to first understand the fundamentals of what bonds are and how they function. Whether issued by governments or private corporations, bonds are a versatile tool for raising capital and offering investors…
Why Your Savings Rate Matters Most in Retirement Planning
Retirement planning can feel overwhelming, with so many things to consider. Questions like, “What should my investment strategy be?” or “When should I adjust my risk level?” often arise. While these questions are important, there’s one piece of the puzzle that’s both simple and often overlooked: your savings rate. Simply put, how much you save…
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.