Financial Network-Maclean Wealth Planning

Specialties

Our team of highly skilled investment professionals are dedicated to helping you achieve financial security in retirement, protecting families and improving lifestyle through proper planning and investment strategies.

A healthy retirement is not going to build itself or simply drop in your lap. You need a plan, a disciplined approach and a serious commitment to yourself and your family. When you’re ready, we’re here to help.

Call us today, schedule your complimentary portfolio review and let’s bridge the gap between today and the many tomorrows of your retirement.

Investment Advisory Services

401k Rollovers

Retirement Income Planning

Traditional & Roth IRA’s

Small Business Retirement Planning

Solo 401k, SEP and SIMPLE Plans

Cash Balance Plans

Estate Planning

Pension Maximization

Fixed and Variable Annuities

Lifetime Income Annuities

1, 2, 3 and 5yr Certificates of Deposit

C.D. Alternatives

Tax Free Muni-​Bonds

Mutual Funds & ETFs

Stocks & Bonds

Real Estate Investment Trusts

Tax Diversified Income Planning

Risk Management

Life Insurance

Disability Insurance

Long Term Care Insurance

Meet the Business Owner

Eric M.

Business Owner

Eric Maclean, ChFC®, CLU® Our Chartered Financial Consultant® and Investment Advisor Representative providing Financial Planning and Investment Advisory Services in University Place, Gig Harbor and the greater Seattle/​Tacoma area.

We provide Investments, 401k Rollovers, Retirement Income Planning, Growth and Income Strategies, Income and Estate Tax Planning, Lifetime Income Annuities, Decumulation Strategies and Financial services.

Eric holds the following Licenses and professional designations:

Chartered Financial Consultant®

Chartered Life Underwriter®

Series 7

Series 63

Series 65

Washing State Insurance Licenses:

* Life

* Disability

* Long Term Care

* Variable Lines

Eric is licensed to offer Securities in the following states:

* Washington

* California

* Alaska

* Arizona

* Colorado

* Florida

* Georgia

* Hawaii

* Idaho

* Minnesota

* Montana

* North Carolina

* North Dakota

* Oregon

* Texas

* Utah

* Wisconsin