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
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Surprises
Making the most of surprises is a great reason to work with us.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.