Retirement: the best plan
IS YOUR PLAN
We understand that managing your retirement yourself is important to you, but we also know that retirement planning isn’t easy. And unfortunately, the reality is that you only get one chance to do it right. That’s why we have teamed up with our sister firm, McLean Asset Management, that serves as the implementation arm: done-for-you.
What is McLean?
McLean is where theory meets practice. We understand that no single approach is right for everyone. Leveraging insights from the latest research, McLean is at the forefront of new developments in retirement income planning.
But getting help with my retirement requires a long-term commitment to an advisor?
Historically yes, but let us introduce you to our Standalone Plan.
Sometimes, an expensive, long-term commitment feels like the only option available when looking for advice to help you achieve your retirement goals. A standalone planning engagement gets you going down the right path without committing to a full-time guide.
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John Smith
So what is the Standalone Plan all about?
“Unbundling” access to
retirement planning expertise
Sometimes, an expensive, long-term commitment feels like the only option available when looking for advice to help you achieve your retirement goals. A standalone planning engagement gets you going down the right path without committing to a full-time guide.
It’s all
about you
about you
The process of building a retirement income strategy involves determining how to best combine retirement income tools to optimize the balance between meeting your retirement goals and protecting those goals from the unique risks of retirement. There are many ways to construct a successful retirement income plan. There is no “one” right answer. The standalone planning engagement provides a personalized roadmap and implementation recommendations tailored to your needs.
Want to learn more?
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See how McLean can help.
