Unwavering Commitment to the Growth, Preservation and

Tax-favored Treatment of Your Assets

Our Areas of Specialization

MACLEAN & Co. Financial Planning specializes in the following three areas of wealth management:


                                   Retirement Planning  |  Business Planning  |  Tax & Estate Planning                                    


This specialization is largely due to the amount of overlap in these areas, and an interdependence between the different strategies we use. While one client may benefit from a strategy using fixed index annuities (FIAs) and Social Security planning for income maximization, another could see a larger portion of their assets eroded because of required minimum distributions (RMDs). In these cases, we may utilize qualified longevity annuity contracts (QLACs) to minimize the effects of RMDs and preserve their wealth.


MACLEAN & Co. Financial Planning's Unwavering Commitment to the Growth, Preservation, and  Tax-favored Treatment of Your Assets means we are completely focused on your needs. As you review our website to learn more about us, please feel free to reach out by phone or email with any questions you may have.