Our Process
No two people are the same and our staff know this better than most. Our deep retirement 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.
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.
Out of the box thinking
We Focus on One Thing: The Needs of Our Clients
Here at McLean Tax 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 retirement planning.
Your Goals, Our Strategies
Discover an array of services for all your insurance 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.
- Retirement
Our company offers simple insurance solutions to the complex retirement challenges people can face. We develop tax and insurance 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.
How to Make the Tax Code Work for You
A Primer on Irrevocable Life Insurance Trusts
