Mid-Career Financial Planning | Maclean Investment Group

Learn How to Be Financially Secure With Our Help

Your income might be at an all-time high as you reach the middle of your career. You might be looking for ways to invest your income wisely to prepare for the future.

Whether you’re ramping up your retirement savings, figuring out your insurance options, or planning your estate, it’s essential to be prepared. Our team of financial advisors can help you financially prepare for the future.

We’ll work with you to create a coordinated approach that helps you achieve your financial goals. Contact us today to learn more about our mid-career financial planning services.

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How We Can Help

Insurance Solutions

As you age, you have a higher potential for injury or life-altering events. Ensure you have the right insurance policies to protect yourself and your loved ones. We can explore insurance options, including life, disability, and critical illness insurance.

Learn about Insurance Solutions

Retirement and Pension Planning

It’s never too late to start planning for your future. Take the steps needed to set yourself up for financial stability in retirement.

Learn about Retirement Planning

Investment and Financial Planning

We’ll take the time to re-evaluate your investment strategy. We’ll assess your risk factors, ensuring you’re maximizing your potential investments.

Learn about Investment and Financial Planning

Will and Estate Planning

Your circumstances might’ve changed over the past few years. Your children could’ve left home, or your assets might’ve increased. We’ll re-evaluate your will and estate planning, ensuring everything is in order.

Learn about Estate Planning

    
 
 
        
   Brent Patroch 
 2022-08-05
 
 
  Josh and his team have been excellent to work with.  Over the past few years with them, I have received great advice and frequent updates and recommendations on diversifying my portfolio.  Have recommended Josh to several people already.
  
 
       
   Nadiesha Henry 
 2022-08-04
 
 
  Great service by Josh. He goes above and beyond. Always follows up and keeps me informed.  And he  helped me to be clear on all my options. Will definitely be using MacLean Investment for expanding my portfolio further.
  
 
       
   Mike Prangley 
 2020-10-28
 
 
  I have dealt with Josh and his father for years and they have both made the investing process easy and seamless. My wife and I recently updated our life insurance and Josh laid everything out for us and was available anytime we had questions.
  
 
       
   Riley Otto 
 2018-07-03

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Ensure You Have Financial Stability in the Future With the Help of Maclean Investment Group

Are you ready to learn more about how we can help you with your mid-career financial and future planning? Contact us today to schedule a consultation.

Get Started Today

Start Preparing for Your Future With Mid-Career Financial Planning