Tom McLean (CFP®, MSFP)
Tom McLean focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Tom McLean became a finacial advisor because he enjoys helping people and he likes understanding and researching financial issues. He enjoys helping clients with a range of issues including planning for and creating financial independence, developing strategies to acheive each client's unique goals, incorporating smart tax planning, investment management, estate and charitable planning.
Additional Information
Tom and his family live in Olympia, Washington. With a 16 year old, many of his after-work activities revolve around his daughter's life. Tom and his family also enjoy the outdoors and incredible hiking opportunities in the Pacific Northwest. Additionally, Tom likes reading, gardening, attending his daughter's SOGO concerts, and playing tennis in his spare time.
NAPFA Start Date
January 02, 2015