Since 1990, MacLean Financial Group has been dedicated to helping individuals and businesses build, protect and preserve their wealth. Our advisors draw on this heritage of excellence to provide important perspective when counseling investors on their financial management needs. No matter what you hope to achieve, we strive to help fulfill your financial goals through all stages of life.
You deserve the highest standard of care possible. Our advisors value your uniqueness, your history, and your goals. As a fully independent company, we affirm our objectivity and freedom to choose only the solutions that best fit your objectives. Through all market conditions, our advisors endeavor to simplify the complexities of your financial life so you can focus on the things you value most.
With a clear representation of your values, we help build a collaborative and technological approach in designing an easy to follow plan. Your plan will clearly define action items to identify where you stand in relation to your goal at any point in time. Applying your action items will help you accumulate a level of assets required to support your lifestyle when you retire.
Healthy values should be protected from potential catastrophes and the enjoyment of life's simple pleasures. We are about helping you enjoy your life.
Proper asset positioning can be the key to preserving your standard of living through any negative economic cycle.
From retirement guidance to investment management, business financial strategies and more, our advisors will help you integrate your entire financial life into one cohesive plan.
We can help develop plans that uphold your values and protect your company, while striving to achieve a net positive effect for you and your firm.
Recruiting, retaining and rewarding employees is crucial to your firm’s success. Our benefit plans are built to strengthen employee loyalty.
Whether you’re just starting out or are preparing to leave the workforce, our retirement plans will help you approach the future with confidence.
Are you and your loved ones protected? Our comprehensive financial plans provide a variety of services designed to promote the longevity of your family.
As your financial steward, our goal is simple: to grow and protect your assets. Across a broad spectrum of services, we strive to enhance your financial independence.
Our focused approach to wealth management respects the importance of sustaining your legacy and protecting your most foundational values.