McLean Advisory Group

McLean Advisory Group Scott McLean and his team at Mclean Tax Advisory Group oversee the financial affairs of 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. Scott remains committed to educating his clients and community with workshops on timely topics related to retirement. Retirement income planning, social security, estate planning, required minimum distribution planning and mistakes retirees make with their finances are some of the subjects. Scott has a weekly educational show on WBNJ called Financial Insanity and has also appeared on numerous radio and TV shows as a guest or host. McLean Advisory Group is a member of the Barnegat Chamber of Commerce and the Barnegat Rotary Club. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/29/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/02/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Retirement planning comes with many questions, and sometimes it helps to talk them through in a comfortable setting, wit...
08/25/2026

Retirement planning comes with many questions, and sometimes it helps to talk them through in a comfortable setting, with the people you trust, before making any big decisions.

Our educational workshops cover topics like retirement income, taxes, estate planning, market uncertainty, and other financial concerns many families face as they prepare for retirement.

Whether you are local to Ocean County, Burlington County, Northern Atlantic County, or beyond, we would love to have you attend. You can learn more about our upcoming workshops at www.mcleanadvisorygroup.com/attend-an-event or by calling 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

For many families, the hardest part of retirement planning is knowing where to begin.Questions around income, taxes, hea...
08/14/2026

For many families, the hardest part of retirement planning is knowing where to begin.

Questions around income, taxes, healthcare, market risk, and legacy planning can feel overwhelming, especially with so much information coming from different places. Because of this, a lot of families end up having the same inquiries:

▪️Will our income last?
▪️How should we think about taxes?
▪️What happens if one spouse needs care?
▪️How do we leave money to our children?
▪️How much risk should we take now?

These are not only important conversations, but also heavy ones, so it’s okay if you don’t have all the answers right away. At McLean Advisory Group, we help families work through these questions with education, guidance, and a thoughtful long-term perspective.

You can reach us by calling 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Many people enter retirement with old employer plans, multiple accounts, and financial questions that have built up over...
08/05/2026

Many people enter retirement with old employer plans, multiple accounts, and financial questions that have built up over time.

In these situations, the challenge is often understanding how everything fits together: where income will come from, how taxes may affect withdrawals, whether beneficiary decisions are up to date, and if their current strategy still reflects their long-term goals.

The most valuable planning conversations begin with getting organized, reviewing the moving pieces, and creating a clearer direction moving forward.

Learn more about our coordinated approach to retirement planning by visiting www.mcleanadvisorygroup.com.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Market headlines can change quickly, especially during periods of volatility. For retirees and those nearing retirement,...
07/30/2026

Market headlines can change quickly, especially during periods of volatility. For retirees and those nearing retirement, that uncertainty can create added stress around income, investments, and long-term financial goals.

During times like these, it helps to focus on your personal goals, timeline, income needs, and comfort with risk rather than short-term noise.

Our team regularly hosts educational workshops designed to help families make more informed financial decisions with greater confidence. Learn more about upcoming workshops at www.mcleanadvisorygroup.com or by calling 609‑488‑4646

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Address

516 Route 9
Waretown, NJ
08758

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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