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Unlock Your Wealth Potential

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available investments designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

Our Services

We are McLean Financial Planning & Investment Management, Inc. an independent Registered Investment Advisor firm in Mentor, Ohio. We have more than 15 years of experience creating personalized retirement strategies for individuals, families, and professionals. We are a fee-based fiduciary firm and only provide investment advice that is in our clients' best interest. We represent you and only you. We do not earn commissions for our services. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer you the highest quality advice on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

As Featued On

                            

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

For more than 15 years, I have helped dozens of busy professionals retire early, happy, and financially secure by simplifying retirement planning.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.
Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

“We align your risk tolerance and investment portfolio with your goals”

“You should take the minimum amount of risk to achieve your goal within your timeframe”

“It’s never too late to start planning for your future”

“Develop a plan because hope is not a strategy”

Marc McLean, CFP®, SE-AWMA™, AIF®, MBA

Marc McLean, CFP®, SE-AWMA™, AIF®, MBA

Marc McLean is a CERTIFIED FINANCIAL PLANNING™ professional, a Sports & Entertainment Accredited Wealth Management Advisor™, an Accredited Investment Fiduciary and holds an MBA from Cleveland State University as well as an engineering degree from ETI Technical College. He has over 15 years of experience in the financial industry and is the president of McLean Financial Planning & Investment Management, Inc., a fee-based registered investment advisor in Mentor, Ohio. He is also a husband, dad and inventor and a National Football League Players Association (NFLPA) Registered Player Financial Advisor.

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