Investing and Financial Services For Individuals, Families, Municipalities, and Business Owners in Michigan
McLellan Financial Services is a wealth management and financial services firm based in Rochester, Michigan. Working with individuals, families, small business owners, and municipalities, we serve clients in the Oakland County area, as well as throughout Michigan and across the country.
Our goal is to help demystify the world of finance and provide objective advice and honest guidance. As a team of independent financial advisors, we put our clients’ needs first and treat their assets with as much care as if they were our own. Focusing on a long-term, diversified investment approach, we strive to help clients feel confident with their financial strategies throughout the many milestones of life, from building their careers to transitioning into retirement.
For more information about our financial and investment services, please contact us today.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
One way to find money is to examine your current spending habits and eliminate money wasters.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A collection of tips from professional travelers.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?