Work with me
the best way for you
There are ways we can work together that go beyond the books and podcast. McLean Asset Management is a financial planning firm helping its clients to reach their goals through comprehensive planning engagements as well as one-time financial planning options. Retirement Researcher provides a variety of educational opportunities and a weekly email newsletter, as well as the Retirement Researcher Academy membership site. And the Retirement Income Style Awareness is an assessment tool that serves as the first step toward building your retirement plan.
Prepare for your
best retirement
Retirement Researcher exists to help guide you along the path to a successful and sustainable retirement by providing modern, sound academic research, in the manner that helps you learn best.
Retirement.
The best plan, is yours.
With almost forty years of history, McLean has clients well into their third decade of working with us to navigate the complexities of their retirement income plan. We don’t take that lightly and strive for excellence in all that we do.
Learn your
Retirement Income Style
While you’ve known yourself your whole life, putting your retirement goals into words can feel like a foreign language. We’ve developed an easy-to-use tool to help you translate your retirement goals into easy-to-understand retirement speak.
Listen to Retire with Style
Retire with Style is a weekly podcast hosted by Alex Murguia and myself. You can find it through most every podcast listening tool. We provide an accessible and engaging discussion about all things retirement.
