Retirement.
The best plan,
is yours.®
The McLean difference
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.
Knowledgeable
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
Where Do You Want to Be at 85?
Putting a retirement plan together in advance forces you to envision the life you think you will live. The first few years tend to come into focus most clearly, with visions of travel, visiting family, pursuing hobbies, and finally enjoying the flexibility you spent decades working toward. Where you live is part of that picture,…
The Financial Decisions That Get Harder After 75
By the time someone reaches their mid-70s, the challenge is often no longer building wealth. It is making sure the financial life they have built remains easy to understand and manage, while also being organized enough for someone else to step in if that ever becomes necessary. Over decades, accounts multiply, estate documents age, bills…
Retiring Before 65 and the Healthcare Gap People Underestimate
For many successful professionals, retirement becomes a choice before age 65. After decades of saving and building financial flexibility, they may have more freedom to decide when they are ready to leave work and move on to something different. That freedom can come with a few complications, and health insurance is one of the easiest…
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.