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McLean Advisory Group

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Waretown, NJ
McLean Advisory Group

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Scott McLean and his team at Mclean Tax Advisory Group oversee the financial affairs of families in the Jersey Shore area. By taking a holistic approach to retirement planning, he has been safely navigating retirees through smooth and turbulent financial waters since 1983. Scott’s specialized knowledge and experience allows him to offer simple solutions to the complex investment and financial challenges retirees face. Scott remains committed to educating his clients and community with workshops on timely topics related to retirement. Retirement income planning, social security, estate planning, required minimum distribution planning and mistakes retirees make with their finances are some of the subjects. Scott has a weekly educational show on WBNJ called Financial Insanity and has also appeared on numerous radio and TV shows as a guest or host. McLean Advisory Group is a member of the Barnegat Chamber of Commerce and the Barnegat Rotary Club. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

10/27/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

10/21/2026

There are many misconceptions that keep small business owners from offering 401(k)s to their team and themselves. Swipe through as we set the record straight.

Have questions about retirement plan options for your business? Give us a call today. We are happy to walk you through it.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

10/15/2026

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today. We are here to ensure you have a strong end to the year.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

09/29/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

09/02/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Address

516 Route 9
Waretown, NJ
08758

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

http://www.mcleantaxadvisory.com/

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