From doing something that “feels right”,
to then wondering “what’s right?”.
How did McLean help Paul and Nancy achieve their retirement goals? Find out below...
Paul and Nancy, by every metric, were a highly successful couple. They owned a successful business that others envied, and only being in their early 50s, they were younger than most to be in their position. So, when the opportunity to liquidate their business arose, they looked at each other and said, “This feels right”.
But while the initial financial windfall felt right, turning it into an income-generating asset in their portfolio had them asking each other, “What’s right?” That question was so big for Paul that he stayed on with the purchasing firm to keep their income flowing. Considering they had been with a financial advisor for years, Paul and Nancy had a new question: “Why are we asking this?”. Well, their current “financial plan” was about 100 pages thick, and as Paul liked to say, “It brought me the anxiety of a horror story when it should have been an action adventure!” Paul decided to look for a new advisory firm and found McLean.
Paul Asked
“How can I know “what’s right” for our retirement after liquidating our business?”
To which we replied:
“The best plan, is your plan. Let’s learn what you want so we can help plan for how to achieve it!"
Paul and Nancy had spent so much time in fear that one of Mclean’s first tasks was helping them see they were financially sound enough to have fun. We helped them set up tangible spending goals and structured their assets to create a floor of guaranteed income, allowing them to relax and emotionally enjoy some of what life has to offer, all while hitting their financial goals.
How we helped Paul and Nancy:
Deep down, Paul and Nancy knew they were writing an action-adventure novel for their retirement years; their old advisor had just written the wrong story. McLean showed them they still had time to start on page one.
“With Mclean, we can look back and say ‘doing what FELT right is the same as doing what WAS right’. Our McLean advisor didn’t just write a plan for us, they wrote an exciting story for us to star in for the rest of our lives.”
Paul
The testimonials appearing on this page are not representative of all client opinions of McLean Asset Management Corporation (McLean). Images appearing on this page are intended for illustrative purposes only and are not reflective of actual McLean clients. Client names have been changed for privacy reasons. Client experiences can and likely will vary from the experiences reflected herein. Quotations are fictitious for illustrative and narrative purposes. McLean does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers.
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McLean Asset Management Corporation (“MAMC”) is a SEC-registered investment adviser. MAMC only transacts business in states where it is properly registered or excluded or exempt from registration requirements. The information provided herein is for educational purposes only and should not be construed as investment advice and does not intend to make an offer to sell or a solicitation of an offer to buy or sell securities. It is not intended to provide specific legal, tax, or other professional advice. Investments involve risk and unless otherwise stated, are not guaranteed. Although Information has been obtained from sources deemed to be reliable, we make no guarantee as to the accuracy or completeness of this data. MAMC shall not be liable for any errors or omissions, or for any actions taken in reliance thereon. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.