Our Services
At MacLean Wealth Management, we provide comprehensive services in the following areas:
Investments
- Money Management
- Bonds
- Common Stock
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Business Succession Planning
- Charitable Planning
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Key Person Programs
- Buy/Sell Funding