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James McLellan
714 North Main Street, Ste 101
Rochester, MI 48307
248-687-2800

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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.

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

The Five Basics of Financial Literacy

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how much you have the potential to earn during your working years.

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This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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When should you take your Social Security benefit?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

It Was the Best of Times, It Was the Worst of Times

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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