Mclean Financial Planning and Investment Management

McLean Financial Planning and Investment Management (MFP) offers ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. MFP creates an Investment Policy Statement for each client, which outlines the client's current situation and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. MFP generally limits its investment advice to U.S. securities, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.