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
Making Confident Retirement Decisions When There Is No “Right” Answer
One of the most unsettling moments in retirement planning is realizing there is no single right answer. You can run the numbers, follow the rules, and read the research, yet still find yourself facing multiple reasonable paths forward. Different advisors may offer confident but conflicting recommendations. Articles may point in opposite directions. Each approach may…
Why Not All Retirement Spending Is Equal
One of the most important, and most overlooked, steps in retirement planning is separating essential expenses from discretionary ones. On the surface, this sounds obvious. Of course, you know what you have to pay and what would be nice to pay. But when people actually sit down to build a retirement plan, this line often…
Retirement Is Personal by Design
We all interpret the world through the lens of our own beliefs and preferences. Take fireworks. If you love them, they feel festive, joyful, and meaningful. If you hate them, they feel loud, disruptive, and stressful. Same event. Completely different experience. Retirement works the same way. Two people can retire with the same savings balance,…
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.