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
- 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.