McLean Financial Planning &
Investment Management, Inc.
pic1 440-339-3550
The Next Phase of Your Financial Journey Starts Today
Build Wealth
Maximize Growth
Avoid Financial Mistakes
Our Clients

image Tom & Jen
Tom & Jen became clients in 2011 when Tom was 5 years from retirement. We began planning for a comfortable retirement immediately and that day came in 2015 (a year early!). They now take automatically deposited monthly distributions from Tom's rollover IRA.
image Brad & Pam
Brad & Pam are business owners 10 years from retirement. They are on track to live the same lifestyle in retirement as today.
image Selena
Selena is a small business owner. She started saving for retirement at 25 years old and plans to retire at age 55.
The names, pronouns and photos above have been changed to protect our clients' identities but the scenerios are real.

image Build Wealth
Do you want to retire a millionaire? It may not be as difficult as you might think. We can develop a financial plan and then execute that plan to help you live the life you want.
image Maximize Growth
We adjust risk based on market conditions. We use leading indicators to determine when to reduce risk and when to increase risk to increase returns and reduce volitility.
image Reduce Financial Mistakes
We take care of the investment decisions so you don't have to. Most people buy near the peak and sell at the bottom because they don't know any better. We research and monitor market and economic conditions to reduce these mistakes.
Why People Like You
Work With Us
We Are A Fiduciary We are a fee-only fiduciary firm. We only provide investment advice that is in our clients' best interests. We represent you and only you. We do not earn commissions for our services.
Tax Planning We help you keep as much income as possible, without overpaying taxes.
Personal Portfolio Management We provide a cohesive investing strategy based on your goals, timeline and risk tolerance.

About Us

McLean Financial Planning & Investment Management, Inc. is a privately owned Registered Investment Advisor (RIA). We put our client's best interest ahead of any other's when we provide advice and manage your investments.

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Marc McLean, CFP®, AIF®, MBA

Our Commitment

We strive to deliver a level of service that exceeds the expectations of our clients.

If you have any questions about our services, please do not hesitate to contact us anytime.

Mailing Adddress

9356 Ivan Court
Mentor, OH 44060
USA

Phone: (440) 339-3550

Resources

Financial Planning Questionnaire
McLean Financial Planning Blog

More Coming Soon!

Social Media

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© Copyright McLean Financial Planning & Investment Management, Inc. All Rights Reserved.

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.


McLean Financial Planning and Investment Management, Inc. (RIA Firm) is a registered investment adviser located in Mentor, Ohio. McLean Financial Planning and Investment Management, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. McLean Financial Planning and Investment Management, Inc.'s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of McLean Financial Planning and Investment Management, Inc.'s web site on the Internet should not be construed by any consumer and/or prospective client as McLean Financial Planning and Investment Management, Inc.'s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by McLean Financial Planning and Investment Management, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of McLean Financial Planning and Investment Management, Inc., please contact the state securities regulators for those states in which McLean Financial Planning and Investment Management, Inc. maintains a registration filing. A copy of McLean Financial Planning and Investment Management, Inc.'s current written disclosure statement discussing McLean Financial Planning and Investment Management, Inc.'s business operations, services, and fees is available at the SEC's investment adviser public information website www.adviserinfo.sec.gov or from McLean Financial Planning and Investment Management, Inc. upon written request. McLean Financial Planning and Investment Management, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information on the McLean Financial Planning and Investment Management, Inc. website or any information prepared by any third party, whether linked to McLean Financial Planning and Investment Management, Inc.'s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.