A Retirement and Income Planning Advisory Firm
We provide retirement Income planning and wealth accumulation strategies for physicians and professionals.
Financial matters often take a back seat for physicians and dedicated professionals, when faced with the daily challenges of running a successful practice. Between patient care, the Affordable Care Act and keeping up with regulatory issues, there's little time to spare. The best education in the world doesn’t provide the tools necessary to address the all business realities associated with the practice of medicine or your financial well-being.
These planning shortfalls not only affect the family but often times, professional relationships as well. We address these unique retirement challenges facing physicians and professionals, bringing a comprehensive package of investment and insurance solutions to meet the wealth building and income demands of a sustainable, healthy retirement.
We understand your unique professional and personal commitment and the need for straight answers from someone you can trust. We provide proven methods of consistent reliable income throughout retirement and your lifetime.
Schedule your "Retirement Check-Up" today!
We're at your service:
Eric Maclean, ChFC®, CLU®, AIF®
Investment Advisor Representative
Chieko Maclean, CPA
Certified Public Accountant & Tax Planner
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women must be ready to spend, on average, more years in retirement than men.
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.