Broker Check
The Power of Tax-Deferred Growth Retiring the 4% Rule Retirement Redefined

Maclean Wealth Planning, A Retirement and Income Planning Advisory Firm

Welcome!

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


Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow