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.
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...