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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
These food myths will really put a drain on your wallet.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tips to avoid checking in luggage on your next vacation.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
When should you take your Social Security benefit?
There are a few things to consider when buying or leasing your next vehicle.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.