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 attention-grabbing infographic covers retirement topics you may not have considered.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Time and market performance may subtly and slowly imbalance your portfolio.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding how capital gains are taxed may help you refine your investment strategies.
Healthy habits are one of the greatest gifts to give your child.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Preparing for the unexpected can make all the difference if your family relies on your income.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate conservation is too important to put off. Do you have a smart exit strategy?
