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Our Process

Our Process

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

With decades of experience, we’re excited to try to help you prepare for every eventuality, no matter what and strive to offer 

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Our Mission

Our Mission

Our goal is to exceed our clients’ expectations for service, advice, and quality at all times. The quality of our clients’ lives and their satisfaction with our service is paramount to our business.

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Out of the box thinking

We Focus on One Thing: The Needs of Our Clients

Here at McLean Advisory Group, we pour every ounce of effort we have into developing, implementing, and monitoring strategies that will help our clients meet their goals.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investment planning.

Your Goals, Our Strategies

Discover an array of services for all your investment & retirement needs.

  • Tax

    Our team of professionals assist you to ensure your tax strategies are aligned with your retirement plan and contributing to your long-term goals.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Investment Planning

    Our company offers simple investment & insurance solutions to the complex retirement challenges people can face. We develop tax and investment strategies to address your personal needs and prevent future concerns, to ultimately cultivate lasting peace of mind.

  • Veteran Benefits

    Our non-profit group specializes in educating veterans and their families about the Aid and Attendance Benefit Program and coordinating with Veteran Service Officers.


Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Tax Deductions You Won't Believe</p>

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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<p>The SECURE Act</p>

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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