Maclean Wealth Planning, A Retirement and Income Planning Advisory Firm
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
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Being healthy not only makes you feel good, it may also help you financially.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?