McLean Asset Management
McLean Asset Management is a nationally recognized wealth management and retirement income planning firm. Founded in 1984, McLean has been at the forefront of new developments in retirement income planning. The firm provides comprehensive financial planning and investment management, with a specialization in retirement income distribution and wealth accumulation. Their approach integrates retirement income planning with investment management, tax strategies, insurance, and estate planning.
ABOUT MCLEAN
McLean Asset Management is a wealth management and financial planning firm specializing in retirement income planning.
The firm offers standalone planning, covering your baseline retirement income planning needs without a requirement for ongoing investment management services.
The firm has been recognized for its excellence in the industry by InvestmentNews and Washington Business Journal.
MCLEAN SERVICES
Standalone Planning.
Focused on baseline retirement income planning without ongoing investment management.
Comprehensive Wealth Management.
Encompasses advanced planning and investment management, including professional coordination, ongoing advice, and implementation support.
Retirement Income Planning.
Aligns essential expenses with stable funding sources such as contractual income, required portfolio distributions, and Social Security income.
Tax Management and Estate Planning.
Offers strategies to limit tax liability and works closely with clients' teams of professional advisors to structure estates according to their intentions.