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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
How Income Taxes Work
A quick look at how federal income taxes work.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Technology tips to make your next trip even better.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”