
Maclean Wealth Planning
Maclean Wealth Planning is a financial advisory firm based in Tacoma, Washington, specializing in retirement and income planning for physicians and professionals. The firm offers a comprehensive suite of services, including retirement income strategies, investment management, tax planning, estate planning, insurance solutions, and long-term care planning. Led by Eric Maclean, a Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary® (AIF®), and Chieko Maclean, a Certified Public Accountant (CPA), the team provides personalized financial guidance tailored to the unique needs of their clients. Their holistic approach aims to create steady, reliable income streams for clients’ retirement years, addressing concerns such as 401(k) rollovers, pension maximization, and tax-efficient strategies. The firm emphasizes building long-term relationships with clients, offering a “Retirement Check-Up” to assess and optimize financial plans.