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
The Three Phases of Retirement
Have you ever taken a “staycation” where you vacation at home and found yourself surprisingly bored by the end of it? The first few days are easy. You sleep in a little, catch up on things around the house, run errands you’ve been putting off, and generally enjoy the freedom of having nowhere you need…
The Relationship Transition Nobody Talks About
For years, many couples have spent more waking hours with coworkers than with each other. In addition to work schedules, there are meetings, commutes, business trips, children’s activities, errands, and countless responsibilities competing for attention. Life is busy, and then retirement arrives. One morning, two people who have spent decades building a life together find…
What Are You Retiring To?
A surprising number of retirees discover that the hardest part of retirement isn’t figuring out whether they can afford it. It’s waking up six months later and realizing they aren’t quite sure what to do with themselves. Most retirement planning is focused on an important question: Can I afford to retire? Once that question has…
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.