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McLean Tax Advisory Group
       
 
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McLean Tax Advisory Group
 
 
Overview: 

ince 1983 our philosophy at McLean Tax Advisory Group is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
SEVEN-STEP EDUCATIONAL PROCESS

   Identify lifetime objectives & strategies
   Understand all your options
   Determine your risk profile
   Build your stable allocation model
   Optimize your investment allocations
   Identify tax reduction and catastrophic protection strategies
   Schedule regular periodic reviews


 
 
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