Maclean Wealth Planning, 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.
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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Ascertaining the value of your business is important for a variety of reasons.
Bonds may outperform stocks one year only to have stocks rebound the next.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Regardless of how you approach retirement, there are some things about it that might surprise you.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.