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Our Services

Comprehensive Wealth Management, Investing, and Retirement Strategies

At McLellan Financial Services, we frequently work with individuals, families, executives, and small business owners who want to plan ahead for their future retirement and develop a long-term financial and investment strategy with guidance from a trusted financial advisor. Based in Rochester, Michigan, we work with clients throughout Michigan, including Detroit and Oakland County, and across the country.

Some of the services we offer include:

Investment Management

Investment management involves creating an investment portfolio that produces an appropriate diversification based on the individual client’s needs and goals. Based on the client’s risk tolerance and financial objectives, we can create a unique strategy that allows clients to participate in the growth of income and protect against large losses. We offer a number of investment options, including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

Financial planning refers to the process of making appropriate decisions concerning one’s wealth in order to pursue one’s goals in life. To create a customized financial strategy, we work with a client and help them establish their goals in life, determine their assets and liabilities, and evaluate their current financial position. From there, we can develop a strategy that focuses on the client’s financial objectives.

Retirement Planning Strategies

Many of our clients are concerned with preparing for their future retirement. We work with them to identify opportunities for building wealth while employing conservative investment strategies that mitigate risk. This can range from contributing to a 401(k) plan to identifying appropriate IRA investments, mutual funds, and annuities, to rolling over a 401(k). Through fixed annuities and other solutions, we can also help clients create a steady and consistent stream of income that lasts through retirement.

Estate Planning Strategies

Preserving wealth and transferring an estate to one’s heirs can be complicated and confusing. In order for an individual to ensure their wishes are carried out, as opposed to the state handling their assets according to probate laws, they need to plan for their estate. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Protection Planning Strategies

We believe every financial strategy should focus on protection and mitigating risk. For some clients, having the right insurance can be central to helping make this happen. Regular reviews of insurance policies protecting life, disability, long-term care, and other programs can ensure against losing income, savings, and retirement. We can evaluate a client’s current risk plans to determine if they adequately meet their needs at whatever stage they are in life. In developing a comprehensive financial strategy, we help clients address their insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Annuities