Wealth Advisor Scott McLean Featured in the Wall Street Journal

Scott McLean was recently featured in the Wall Street Journal as part of the feature “Financial Trendsetters.”

Barnegat, NJ – May 9, 2014 – Scott McLean, President of McLean Tax Advisory Group, was recently featured in the Wall Street Journal with other leading financial professionals from across the United States. The piece, titled “America’s PremierExperts® Presents: Financial Trendsetters,” ran in the March 31st 2014 edition of the Wall Street Journal.

Here’s what the readers of the Wall Street Journal learned about Scott McLean:

Scott McLean oversees the financial affairs of a few families in the Jersey Shore area. By taking a holistic approach to retirement planning, he has been safely navigating retirees through smooth and turbulent financial waters since 1983. Scott’s specialized knowledge and experience allows him to offer simple solutions to the complex investment and financial challenges retirees face. The compassionate expertise that Scott’s team provides gives seniors the attention they deserve.

McLean Advisory Group, LLC is an independent, family owned and operated retirement plan consulting firm built on the core values of trust, integrity, competency, and service since 1983.

On his website, Founder Scott McLean writes, “We are passionate about providing you a clear picture of your financial needs and developing a planning strategy based off those objectives. We are determined to help prevent problems, simplify financial alternatives and cultivate a lasting peace of mind.”

He continues, “Our goal is to exceed our clients’ expectations for service and advice at all times. We judge our success by the quality of our clients’ lives and their satisfaction with our unparalleled service.  We understand that little things make the biggest difference, which is how we have built an unrivalled depth of reliability, trust and connection with our clients – a connection we will steadfastly uphold, now and always.”

Learn more about Scott McLean at http://www.mcleantaxadvisory.com/

About Scott McLean:

Scott S. McLean has served families in Ocean, Monmouth and Atlantic Counties since March 1983.  He was a Regional Vice President with a nationally recognized Citigroup Company for over 16 years. After branching off on his own Scott established a successful practice by developing strategies to help reduce or eliminate taxes on various financial facets such as Social Security benefits and Required Minimum Distributions.

Scott maintains various licenses that require comprehensive continuing education in tax, investment, insurance and elder and estate planning.  He specializes in the universe of conservative investments and market income ge  nerating strategies and maintains a philosophy of “not being married to any specific investment or strategy.”

Scott established “Veterans Benefit Advisory Group”, a non-profit company dedicated to helping Veterans, their widows and their families obtain the long-term care benefits with the “Aid and Attendance Pension Benefit.”

McLean Advisory Group is a member of the Better Business Bureau, Barnegat Chamber of Commerce.

Scott has been in Ocean County since 1979. He is married to Denise and has five children. He is an active member of Bayside Chapel and was former youth pastor at 1st Baptist Church. The family enjoys competitive equestrian, boating, water and snow skiing.

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