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.

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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 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 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>Where Will Your Retirement Money Come From?</p>

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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<p>Can Group, Private Disability Policies Work Together?</p>

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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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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FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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