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
Why Embracing Uncertainty Might Be the Smartest Retirement Move You Can Make
Uncertainty tends to make people uncomfortable-and that’s understandable. When you’re approaching retirement or already living it, unpredictability isn’t exactly welcome. You want to know your income will last, that your plan will work, and that you’re making smart decisions with what you’ve saved. But here’s something that might feel counterintuitive: a little uncertainty is not…
Understanding the Investor Behavior Gap: Why Emotions Can Derail Your Returns
If you’re nearing retirement, every market dip can feel personal. You’ve worked hard to build your nest egg, and watching it shrink-temporarily or not-can trigger a cascade of emotion-driven decisions. It’s easy to blame the economy or world events for declining portfolio values. But often, the bigger threat to long-term returns isn’t what’s happening outside-it’s…
Staying the Course Through Market Volatility
Periods of market volatility can be unsettling, especially for those nearing or already in retirement. After decades of saving and careful planning, watching your portfolio fluctuate can feel like the ground shifting beneath your feet. But market ups and downs are a normal part of investing, and staying invested through those swings is one of…
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.