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Team

At Maclean Wealth Planning, LLC. our team of investment and tax professionals provide an effective review of your investment portfolio and overall financial plan . Our holistic process is designed to deliver tax efficient investment strategies and a healthy retirement income that lasts throughout your lifetime.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
  • 401k & other retirement plan Rollovers
  • Lifetime Income Strategies
  • Pension Maximization
  • Tax Planning & Preparation
  • Accounting Services

Common questions:

  • Can I retire early?
  • Am I saving enough for retirement?
  • Can I create a personal pension?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • How can I maximize my tax savings?

Schedule your comprehensive financial review and get back on track with a health retirement plan.

Call us today at (253) 509-7051


 

Eric has been in the financial services industry for over 30 years. As a Chartered Financial Consultant® and Accredited Investment Fiduciary® designee, he helps physicians and professionals with retirement and investment decisions.

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Chieko Maclean has been in accounting since 1987 when she worked in the accounting division of a large pharmaceutical company. She graduated from California State University, Northridge with a Bachelor's Degree in Accounting, and...

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