Shore Up Your Retirement Future.

Our holistic planning approach helps ensure your tax, legal and financial matters are on the same page — so you can live out the kind of retirement you’ve always envisioned.

What's New

Stay tuned to this space for the latest financial and McLean Advisory Group updates!

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March Market Update 2023

Problems We Help Solve

What do you want out of retirement? What do you want to leave behind? We can help you use the nest egg you’ve built to fund your retirement future.

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An Eyes-Wide-Open Approach to Retirement

If your financial, tax and legal planning aren’t in lockstep, you could be putting your retirement future in jeopardy. Learn more with Scott McLean’s latest book, “Three Blind Mice: How Today’s Financial Planning Process Leads Your Money to a Mousetrap.”

Upcoming Seminars

Have dinner on us and hear us explain how we help retirees use what they’ve earned to pursue their retirement dreams.

No events are scheduled at this time. Please check again soon!

Tune In and Tune Up Your Financial Know-How

Inflation. Market volatility. Tax hikes. There’s so much to monitor as you approach and enter retirement. “The Financial Insanity Radio Show with Scott McLean” not only covers those current events but key retirement concepts — with the signature straight-talk approach our clients expect.

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