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

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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

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

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

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Are Alternative Investments Right for You?

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

View all videos arrow