At MacLean Wealth Management, we provide assistance in the following areas:

FINANCIAL PLANNING

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

INVESTMENTS

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

INSURANCE

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

138 Nassau Street, 3rd Floor, Princeton, NJ 08542 Phone: (609) 430-0144 Fax: (609) 924-3631 Email: kam@macleanwm.com