With our CPA credentials and knowledge of taxes we can build clients tax-efficient portfolios that help avoid heavy tax implications that would otherwise decrease your net income. We do this through utilization of certain investment vehicles and types of investments that lighten the tax burden depending on the situation each client is in.
Insurance planning is a key component to any financial plan and it is sadly often neglected. Having a smart insurance plan in place will help preserve your financial health no matter what curve balls life may throw your way. We’ll work with you to determine an adequate level of coverage to meet your personal protection needs.
We help you select the right college planning strategy by determining how much you need to be saving and which investment vehicle will work best depending with considerations of cost depending on the type of school (public in state versus out of state and private) and the time frame in which your college student will be attending school.
Having a well developed plan for your estate in the event of your passing will help set your family up for long-term financial success. At MacLean Capital Advisors, we'll coordinate as needed with your other advisors such as attorneys, accountants, and tax professionals to protect your estate from mismanagement and provide your family with comfort during a trying time.
We help you develop a strategy to ensure that your philanthropic goals are fulfilled by donating to the charity closest to your heart.