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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.

  • 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.

  • 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.

  • 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>Emerging Market Opportunities</p>

Emerging Market Opportunities

What are your options for investing in emerging markets?
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<p>The Rule of 72</p>

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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