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Our Service Promise

Client Centered Communication

Client Centered Communication

Here at McLean Advisory Group, we don't believe in a "one and done" transaction approach.  Once you've established your investment strategy, we continually collaborate and proactively monitor your accounts. 

We provide personalized annual reviews to check in on your goals, investments, income needs and other factors that could impact your portfolio or legal affairs.  If your circumstances have changed or the market requires a different investing approach, we are responsive to make adjustments. 

Monthly Video Updates: 

  Market Update - Risk Management Approach

  Market Update - Inflation Concerns

  Market Update - Game Plan for Investments

  Market Update - Staying On Course

  Market Update - October Danger and Changes

  Market Update - Stock Market Instability

Tools At Your Fingertips

Tools At Your Fingertips

While you'll continue to get your statements by mail, we also offer online access to your accounts.  Check out these video tutorials to learn:

  How to access your account

This video by Ray Dalio explains How the Economic Machine Works in simple terms we can all understand.  Watch this informative video for a basic, but comprehensive view that puts it all in perspective.  

How The Economic Machine Works by Ray Dalio

Our Monthly E-Newsletters provide you with the latest news updates and perspectives, helpful content, upcoming events, educational resources, inspirational quotes and a new recipe from the staff.  Click on the links below to access e-newsletters.

May 2021

June 2021

July 2021

August 2021

Sept 2021

October 2021

Nov 2021

Full Service - One Stop Shopping

Full Service - One Stop Shopping

Our comprehensive approach to retirement planning includes more than managing your investments and protecting your assets.  Your overall financial game plan incorporates your insurance, legal and accounting needs. 

We offer our clients a variety of valuable services including legacy and estate planning, tax minimization strategies, life insurance, medicare supplement, long term care planning, and veteran benefits.

To learn more about our philosophy on how to avoid a mousetrap, click below to read a few chapters from Scott's book.  

Three Blind Mice - Chapter 1

Three Blind Mice - Chapter 11

If you're interested in receiving a hard copy of Three Blind Mice,  just reach out to us.