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.
Saving for College 101
Here’s a crash course on saving for college.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A Bucket Plan to Go with Your Bucket List
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Lifestyle considerations in creating your retirement portfolio.
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Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are four very good reasons to start investing. Do you know what they are?
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E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
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Investors seeking world investments can choose between global and international funds. What's the difference?
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