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Team

At Maclean Wealth Planning, 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 income stream for retirement

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
  • Retirement 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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Chieko Maclean can help you maximize your tax savings, grow your business and achieve your financial goals! Worried about IRS? Have Chieko on your side, and you will no longer worry about it. Chieko is a Certified Public Accountant and...

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