Safe & Secure Solutions for Today’s Environment
McLean Tax Advisory Group, LLC. is an independent, family owned practice built on the core values of trust, integrity, competency, and service. Scott S McLean, founder, has been navigating retirees through smooth and turbulent waters since 1983. McLean Tax Advisory Group offers simple insurance solutions to the complex retirement challenges people can face. They develop tax and insurance strategies to address your personal needs and prevent future concerns, to ultimately cultivate lasting peace of mind.
Helpful Content
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Let's Chat
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?