Managing Principal
CurrentMcLean is where theory meets practice.We understand that no single approach is right for everyone. Leveraging insights from the latest research, McLean is at the forefront of new developments in retirement income planning.We start our careers with a huge amount of human capital, or the value of our future lifetime earnings from work. Over the course of our working years, our human capital is converted into income to cover both current expenses and to provide a source of savings to fund future goals.The challenge is deciding how to position those savings between different financial tools and products to support our future spending goals and manage the risks confronting those goals.The strategies that worked for your savings during your working years may not be best for your retirement years. Think of it like climbing a mountain – the goal is not to just make it to the top; it is also to get back down safely. The skillset and tools required to get down the mountain may not be the same as those needed to reach the summit.No one solution works for everyone. Your needs are unique, and your plan should be too.
