McLean puts you front and center and spends our initial meetings talking about what is most important to you. Specifically, we review your feelings about money, discuss your values, relationships, interests, personal beliefs, and what you hope to achieve with your financial assets.
McLean feels strongly that the onboarding process cannot be streamlined. There is no way an advisor can understand your goals or accurately assess your current situation without having a detailed conversation about your personal circumstances.
Taxes touch every part of your financial life and are a critical component of any retirement plan.
Tax planning is integrated into McLean’s planning and investment advisory services to identify opportunities as they arise. Examples of common tax planning opportunities are identification of tax-efficient savings vehicles, charitable giving strategies, managing capital gains, Roth conversions, tax credit eligibility, tax-loss harvesting, asset location strategies, and tax-efficient distribution strategies.
While we are not CPAs and do not prepare tax returns, it can benefit you to have another set of eyes review your tax return for planning opportunities. As opportunities are identified, we can run tax projections to illustrate the potential impact of a strategy, coordinating with your outside tax adviser as needed.
McLean offers standalone or ongoing engagements, based on your preferences and planning needs. Regardless of which you choose, you will receive a tailored retirement plan, not cookie cutter recommendations. Getting a 2nd opinion or a fresh pair of eyes on your plan can provide peace of mind and comfort knowing that you didn’t miss something on your own.
The standalone planning engagements can cover your baseline retirement income planning needs without a requirement for ongoing investment management services.
Geared towards those who may want assistance with planning and investment management. Includes professional coordination, ongoing advice, and implementation support.
McLean Asset Management Corp. is not an accounting firm, and no portion of the firm’s services should be construed as accounting or tax advice. The effectiveness and potential success of tax planning services depend on a variety of factors, including but not limited to the client’s tax bracket, the amount of realized and unrealized capital gains or losses, and coordination with the client’s tax and/or accounting professional(s). 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 on a variety of factors, such as the client’s investment, tax, financial circumstances, and overall objectives. Neither personalized nor tailored services, including services informed by the client’s RISA® Profile, should be construed as a guarantee of client satisfaction or a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.
