Our Services

Discover an array of offerings for all your investment and retirement needs.

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What We Offer

No two people are the same, and the same is true of retirements. Our staff knows this better than most. Our deep retirement and financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future.

Our Six-Step Educational Process:

1. Identify Lifetime Objectives & Strategies

At McLean Advisory Group, we don't believe in a “cookie-cutter” approach. No two situations are alike. We tailor financial strategies to assist in achieving specific lifetime goals and objectives.

2. Determine Risk Profile

How much money should be in the stock market? How much should be in more conservative investments? We believe in staying within an identified comfort level rather than chasing short-term market returns.

3. Understand All Options

We spend the time to educate. We believe an informed client is a good client. We believe confidence may come from understanding options.

4. Build Non-Stock Market Portfolio

Personal preferences, as well as cash flow needs, are some of the factors that determine non-common stock market investment allocation. In building a model, we educate about today's conservative income-generating options, so you can make more informed decisions.

5. Identify Tax Reduction and Catastrophic Protection Strategies

Once the allocation process is completed, we help coordinate affairs. Our focus is on minimizing income taxes and future death taxes as well as helping to potentially protect you and your assets from health care catastrophes.

6. Schedule Regular Periodic Reviews

Last but certainly not least, we believe regular periodic reviews will help stay the course. Our firm places an emphasis on client service.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

How We Help

Whether your planning needs are tax, legal or financial in nature — or all of the above — we offer several services to help you achieve those aims, including:

  • Comprehensive financial lifestyle planning

  • Income tax minimization strategies

  • Legal, estate and philanthropic planning

  • Social Security maximization

  • Risk management and asset protection

  • Life insurance and long-term care financial planning

  • Medicare Supplement insurance

  • Enhanced investment performance reporting

  • Veteran benefit education

How can we help you?

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