Retirement and Income planning for physicians and professionals

General Info

A Retirement and Income Planning Advisory Firm Welcome! We provide retirement Income planning and wealth accumulation strategies for physicians and professionals. Financial matters often take a back seat for physicians and dedicated professionals, when faced with the daily challenges of running a successful practice. Between patient care, the Affordable Care Act and keeping up with regulatory issues, there's little time to spare. The best education in the world doesn’t provide the tools necessary to address the all business realities associated with the practice of medicine or your financial well-being. These planning shortfalls not only affect the family but often times, professional relationships as well. We address these unique retirement challenges facing physicians and professionals, bringing a comprehensive package of investment and insurance solutions to meet the wealth building and income demands of a sustainable, healthy retirement. We understand your unique professional and personal commitment and the need for straight answers from someone you can trust. We provide proven methods of consistent reliable income throughout retirement and your lifetime. Schedule your "Retirement Check-Up" today! We're at your service: Eric Maclean, ChFC®, CLU®, AIF® Investment Advisor Representative & Chieko Maclean, CPA Certified Public Accountant & Tax Planner

HoursCLOSED NOW

Holiday Hours:

2025/07/04	Closed

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm

Contact Info

Phone:

Main - 253-509-7051

Address:

7406 27th St W, Suite 301 University Place, WA 98466

Link:

https://twitter.com/RolloverCoach

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Category

Investment Advisory Service

Payment Options

amex, cash, debit, discover, master card, visa