Our Services
At MacLean Financial Group, we offer a full suite of services for investors of all economic strata. From individuals and business owners, to retirees and more, we’ll help ensure your plan works in unison so you can stay focused on what matters most.
Business Financial Planning
Your business deserves strategies that ensure its continued success. Whether you are seeking to transition ownership of your company, improve corporate benefits, or more effectively reward and retain employees, our advisors have you covered. From protecting your business against the loss of key people, to strengthening employee loyalty through custom retirement and insurance plans, our advisors are dedicated to enhancing the longevity of your firm.
Retirement & Retention Incentives
We understand that employers demand creative strategies to meet the needs of their team. From veteran leadership down to your newest employee, we seek to embolden your company’s confidence while protecting and rewarding their efforts. While partnering with you and your employees, our professionals will combine strategy and flexibility in our tailor-made retirement and retention strategies.
Retirement Plans
Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help you prepare for the future with confidence. By creating an investment plan that meets your short and long-term needs, our advisors can help structure a reliable income stream and ensure the continued protection of your lifestyle.
Risk Management
Our insurance experts can help protect your best interests and build confidence in tomorrow. At MacLean Financial Group, we have the unique advantage of combining our investment management expertise with our deep insurance knowledge. By providing life, long-term care, disability insurance and more, we work to protect and grow your portfolio while defending you and your family with tailor-made insurance policies.
Financial Independence
Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From providing life, disability and long-term care insurance, to developing tax-advantaged college savings plans and more, our advisors strive to help promote your total financial independence.
Estate & Succession Planning
At its core, wealth transfer is about more than money. In addition to your assets, high net-worth individuals want to pass on their most essential and lasting values to their children, grandchildren and great-grandchildren. Estate planning embodies our fiduciary responsibility to always act in your best interests as we promote your continued success from generation to generation.
Certified Exit Planning Advisors
The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.
