Working with Individuals, Families, Municipalities, and Business Owners Through The Many Stages of Life
At McLellan Financial Services, we work with a number of diverse clients of all ages and backgrounds, including professionals in the automotive and mortgage industries, small business owners, municipalities, individuals, and families. Based in Rochester, Michigan, our clients are based throughout Michigan and across the country.
Many of our clients are established in their careers. While retirement may be several years away, they understand the importance of planning ahead of time. As they’ve had time to accumulate assets, they are looking for opportunities to build and protect their hard earned wealth for their future retirement. We also assist small business owners with establishing and managing a 401(k) retirement plan that benefits both the employer and employees.
Offering a wide array of wealth management, investment, and financial services, our goal is to help clients understand the real risks present in the markets and create strategies designed to increase their asset value without taking unnecessary risk. Through this approach, we believe we can help clients protect their wealth while increasing their future income streams for retirement.
Wherever clients may be in their life, I can provide objective advice and honest guidance, working alongside them through the many milestones of life.