Eric Maclean, ChFC®, CLU®

Investment Advisor | 401k Rollover Specialist | Annuities | Retirement Income Planning

Financial Adviser at Financial Network- Maclean Wealth Planning in University Place, WA

About

As an Investment Advisor, I help clients gain confidence making suitable investment decisions through our personalized planning process. Through the rollover process, I help clients move and position one of the most important assets in retirement, the company retirement plan (401(k) plans, 403(b) plans, 457(b) plans) SEP & SIMPLE IRA's. The rules are complicated and mistakes in this area can be costly and irreversible. After guiding you through the tax traps and tax treatment opportunities, we help you position your investments for a great retirement. You've been saving for retirement your entire life with a clear understanding of what to do. But the time has finally arrived, retirement is either here or just around the corner and these assets are now an essential foundation of your retirement plan. For most, these assets will be used to generate income that needs to last throughout retirement. The decumulation strategy or spending down of your lump sum in retirement requires a very different set of rules, than that of asset accumulation. We're here to guide you. As a Retirement Income Specialist, I help clients create an income stream to last throughout retirement. Running out of money in retirement is one of our greatest fears and a tough reality for those caught unprepared. Let me help you create foundation and a plan for a great retirement. Our process begins with the end in mind and there’s no charge for our initial consultation. Let’s see what we can do for you, call today at (253) 509-7051 or email me for an appointment at Eric@MacleanWealthPlanning.com Financial Network | 5000 Bridgeport Way W | Tacoma, WA 98467 | 253-565-3333 Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Address
5000 Bridgeport Way W in University Place, WA 98467
Info
None specified

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Asked by Bamelmont
It would depend on the type of investments you hold. If you would like to give me a call, I am based out of Reno, NV. I am an Advisor with Edward Jones, please feel ...
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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
License # 5925615
Series 63
License # 5925615
Series 65
License # 5925615

Certifications

Chartered Financial Consultant®
Chartered Life Underwriter®

Background

Experience

Investment Advisor