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Financial Planning

Achieving financial success starts with taking stock and charting a course for the short- and long-term. Our financial planning services go beyond a one time engagement. Rather, it's an ongoing process that continuously adapts to your unique goals and life's milestones.


At MacLean Capital Advisors, we take all aspects of our clients' lives into account when developing sound  financial plans. We believe that no client's financial life is one-dimensional, that's why we work to develop financial plans that are multi-dimensional and tailored to each individual's goals and needs. Our clients rest easy knowing that our diverse team of investment, tax and financial specialists are there every step of the way.

At MacLean Capital Advisors, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals. That includes:

Customized Planning

Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create customized investment portfolios
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate planning with the assistance of our expert partners

What is Monte Carlo?

  • Most sophisticated tool for projecting scenarios
  • Calculates wide range of scenarios with variance and different returns
  • Adds randomness of market to evaluate portfolio and spending saving strategy
  • “One of the most sophisticated tools available”
  • 1000 trials with varying outcomes and returns etc.

View PDF

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals, such as paying for college, retiring comfortably, or leaving a legacy. We always recommend the most appropriate, cost-efficient products and solutions—and never those that don't help you reach your objectives.

Seeing the Big Picture

At MacLean Capital Advisors, we recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk protection and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind. We also help our clients succeed in the following areas: 

  • Budgeting and spending
  • Debt analysis
  • Mortgage analysis 
  • ReFi evaluations and opportunities


Financial planning goes beyond just investment management. It takes into consideration every aspect of life to ensure your financial decisions drive you towards success and peace of mind. During our financial planning process, we'll evaluate the following areas of your life: 

  • Fund Retirement Needs
  • Tax Planning
  • Insurance Planning
  • How much you need to save
  • College Planning
  • Insurance Planning
  • Estate Planning
  • Charitable Giving

Learn more about our other services