Tom McLean is committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering personalized service and knowledge.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 585-249-9939. We look forward to hearing from you.
This video discusses issues related to your retirement accounts when you move on from your job.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Enter various payment options and determine how long it may take to pay off a credit card.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Take the guesswork out of your IEP or SEP with this helpful article.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Savvy investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
