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Retirement planning can be both exciting and intimidating.

As you plan for this transition in your life, you may be asking yourself questions.

You may find yourself asking:

How do I begin to plan for retirement?

Am I planning on spending too much, or conversely, can I spend more in retirement?

Is the planning I have done for myself sufficient, or am I missing something?

What are the areas or topics I should focus on first, second, and third?

What are other people in my situation doing?

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These are difficult questions and unfortunately, transitioning your portfolio for retirement income requires a different approach because you must now create an income plan from your assets since you are no longer working.

Simply hoping things work out is not a strategy.

You've spent years getting to this point, you owe it to your future self to make sure you maximize your ability to create a stable retirement plan in retirement.

Retirement Researcher's sister firm, McLean Asset Management, can help.

While Retirement Researcher focuses on providing the education you'll need to navigate your retirement planning journey and do-it-yourself, McLean Asset Management serves as the implementation arm: done-for-you.

We understand that managing this process yourself is important to you, but we also know that retirement planning isn't easy. And unfortunately, the reality is that you only get one chance to do it right. That's why we have teamed up with our sister firm, McLean Asset Management to offer access to a one-time financial plan without the commitment of an ongoing wealth management advisory relationship.

McLean is excited to help you in your planning journey.

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Are you interested in managing your own retirement planning - but just need to get a second opinion?


Allow the experts at McLean Asset Management to take a look and offer a fresh perspective to keep you on the right track.

Funded Ratio Analysis
w/ Advisor Meeting

Member Price: $495

  • Funded Ratio Analysis Report
  • Advisor Meeting to Review

Reliable Income

Member Price: $3,995

  • Funded Ratio Analysis
  • Scenario Planning
  • Social Security Optimization Analysis
  • Pension Review (if applicable)
  • Retirement Income Solution Reccomendations

Base Financial

Member Price: $5,995

  • Reliable Income Analysis
  • Investment Analysis
  • Tax Analysis and Projection
  • Medicare Election Consulting
  • Insurance Review
  • Goals-Based Financial Plan

Comprehensive Financial Plan

Starting at $9,995 Member Discount Available

  • Reliable Income Analysis
  • Base Financial Plan
  • Fully Customized Engagement that could include:
  • Comprehensive Legacy Planning
  • Wealth Transfer Strategies
  • Charitable Giving Strategies
  • and more!

With McLean Asset Management, you'll receive:

An established and skilled team of CFP® and RICP® professionals

A second opinion on your current retirement plan

A personalized financial plan designed to help you achieve your retirement goals 

Actionable recommendations and implementation guidance to better position you for a successful retirement

Scenario planning to account for changes in your financial and personal life

Answers to questions regarding your retirement outlook and expectations

...And did we mention our staff?

Your team at McLean Asset Management consists of CFP® and RICP® professionals with the depth of experience and knowledge to help you achieve your retirement goals.  As fiduciaries, McLean puts you first and tailors advice and recommendations to your circumstances. You will meet with one of their Lead Advisors that will invest the time to learn about you, your goals, and precisely what you want to achieve throughout your retirement and through the financial planning process.  Your McLean Advisor will also ensure you understand your plan's components and any recommended course of action. 


A complete team behind you.

While your Lead Advisor will be your primary contact, you’ll have a full financial team that works closely with our principals and research directors.

Though this is a one-time engagement, McLean intends to provide the same level of top-notch service and attention that they give their wealth management clients.

Let us help steer you in the right direction.

If you are a "do-it-yourselfer" that isn't looking for an ongoing advisory relationship, but wants a second opinion on your retirement income plan, schedule your no-obligation consultation call today to learn more about the "done-for-you" planning packages available from the team of retirement income experts at McLean Asset Management.  

Frequently Asked Questions:

Reliable Income Analysis ***

Base Financial Plan

Applies to All Financial Planning Engagements

Schedule your free consultation call today! Each plan is completely customized to fit your situation. We start by hearing what YOU want out of your retirement so that we can put you on the best path.