Coordinated Retirement Planning, All Under One Roof
Empowering
Your
Financial Journey
Coordinated retirement planning that pulls your investments, taxes, and estate into one strategy, so the pieces stop working against each other.
Why Retirement Planning Falls Apart, and How We Fix It
Most Firms Stop at Investments. We Don't.
The
3D Process
Earning your trust is not something we take lightly. To provide you with the best service possible, it is important for us to demonstrate our genuine care and understanding of your needs and aspirations in life. We follow our 3D Process so that we can gain a true understanding of what is important to you.
Dreams
We start with the life you want, not the products. What you're planning for, who you're providing for, and what a good retirement actually looks like to you. Everything we build traces back to these answers.
Dollars
Then we map the money to the dreams. We work through your income, taxes, and existing accounts to find where dollars are being lost and where they can work harder toward what you told us matters.
Dynasty
Finally, we plan the handoff. We coordinate the estate and legacy side so your wealth transitions to the people you love smoothly, with the paperwork and the people already aligned.
Financial Planning
We look at your full picture, not one slice of it. Retirement income, taxes, and the handoff of wealth to the next generation get planned together instead of in separate rooms.
Wealth Guidance
For clients who've built something substantial, we coordinate the moving parts, your portfolio, your tax exposure, and your legacy, so nothing falls through the cracks between advisors.
Tax Planning
Our tax preparers collaborate with your financial advisor and estate attorney to minimize taxes and maximize deductions. We avoid missed opportunities and surprises that occur when tax planning happens in a vacuum without considering your investments and wealth transfer plans.
* Tax return preparation is available exclusively to McLean Advisory Group clients and existing tax clients.
A Simple, Structured Approach
A Comprehensive & Cohesive Advisory
At McLean Advisory Group, we solve the common problem of financial advisors working in silos without coordinating strategies. Lack of communication between investment advisors, CPAs, and estate attorneys often leads to overlooked opportunities and unintended consequences.
We break down the common silos between financial, legal, and tax planning. Our philosophy is that comprehensive retirement planning goes beyond investments to include legal and tax considerations. We take a holistic approach focused on education and implementing plans for a stress-free retirement.
Central to our process is a seamless collaboration between professionals in each field. Our specialty is bringing together financial planners, estate attorneys, and CPAs to craft customized strategies. This allows us to pave the way for your retirement by minimizing taxes, establishing trusts and beneficiaries, and developing aligned investment plans.
Financial Insanity Radio
Hear us on WBNJ 91.9 FM:
Saturdays at 8:00 am &
Wednesdays at 9:00 am
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Focused on What Matters Most
An Eyes-Wide-Open Approach to Retirement
Most firms stop at investments. We don't. The real cost of retirement isn't a bad market year, it's the gaps between your investment guy, your tax person, and your attorney, where money quietly leaks out. Our founder Scott McLean wrote about exactly that in his book, Three Blind Mice, which traces how a disconnected planning process leads your money straight into a trap.
We've been doing this since 1983. That experience is what lets us see the whole board, coordinate every piece, and give you one strategy that actually holds together, whether you're meeting us at our Waretown office or out in the country.
Trusted by Clients
What Local and National Families Say About Working With Us
You don't need every answer before you call. That's our job. Tell us where you are, and we'll show you what a coordinated plan looks like for your situation.
The client testimonials featured in these videos were filmed while the financial advisors were affiliated with a different registered investment adviser. These financial advisors are currently registered with Foundations Investment Advisors, LLC as of May 2025. These are unpaid unsolicited client testimonials. This may present a conflict of interest, as a particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by the financial advisors’ fiduciary duty to tailor each client’s investment objectives to each individual client’s financial situation. No compensation was paid to the clients for these testimonials. Client testimonials do not guarantee future investment success and should not be indicative of any client or prospective client experiencing the same or a higher level of investment performance. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results.
