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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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Comprehensive Financial and Investment Planning

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.


  • Social Security Maximization

    Deciding the right time and method to claim your Social Security benefits could mean the difference of up to $100,000 in benefits over your lifetime. Unfortunately, however, many hard-working Americans don’t fully understand how their benefits work and end up missing out on maximizing their Social Security retirement benefits. Read More

  • Comprehensive Financial Lifestyle Planning

    Many people spend a considerable amount of time planning for the financial aspects of retirement, without giving much thought to lifestyle planning. So, how can your lifestyle influence financial planning? Well, consider this. Read More

  • Legacy, Estate, And Philanthropy Planning

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Whether it’s through a last will and testament, a living trust, or a well-thought-out estate plan, effective legacy and estate planning strategy can help to ensure your final wishes are carried out. Read More

  • Income Tax Minimization Strategies

    You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, without proper income tax minimization strategies, taxes can potentially be an even bigger burden in retirement. The keys to avoiding that problem are awareness and planning. Read More

  • Risk Management And Asset Protection

    If you’re a sports fan, odds are you’ve seen it more than once: the late-game comeback. It usually happens because the losing team fails to make the shift from focusing on offense, to focusing on defense and protecting their lead late in the game—when it matters most. Read More

  • Life Insurance & Long Term Care Financial Planning

    People today are living longer, healthier lives than ever. Some manage to make it through their 80s and 90s still living wholly independent lives. We all want to think that will be us, but you can’t count on it. Read More

  • Veteran Benefit Education

    As a financial advisor with decades of experience, I know that some of the important issues related to your Veteran’s benefits can be complex and difficult to understand. That’s why we’re dedicated to explaining how your benefits work so we can help you make the most of your benefits and enjoy the quality of life you deserve in retirement. Read More

  • Medicare Supplement Insurance

    Medicare will pay for much, but not all, of the costs for covered health care services. Medicare Supplement Insurance can help to fill the gaps of things that Medicare doesn’t cover such as copayments, coinsurance, and deductibles. Read More

  • Enhanced Investment Performance Reporting

    Financial education is a top priority at the McLean Advisory Group and a big part of that is how we keep our clients informed about the performance of their investments. Read More


Helpful Content

Helpful Content

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

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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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