Retirement and Financial Planning, Tax Services, Veteran Benefits
Scott S. McLean has served families in Ocean, Monmouth and Atlantic Counties providing safe, sound and secure advice for a worry free retirement since March 1983. He worked with a nationally recognized Citigroup Company for over 16 years as a Regional Vice President.
Scott has developed specialties in helping retirees reduce or eliminate taxes on their social security benefits as well generating more income for retirement while avoiding probate and estate taxes. His educational workshops have been widely attended by retirees and pre-retirees of numerous school systems, UPS, Federal Express, masons, shriners, Verizon, assisted living facilities, churches and various veteran organizations.
The firm is based on consultative approach, working with his clients along with other tax and legal advisers to formulate a secure and sound financial program. Scott established "Veterans Benefit Advisory Group", anon profit company dedicated to helping Veterans, families and widows of veterans with their connected and non-connected long term care benefits by informing them about the most 'under-utilized and unknown monthly case benefit "Aid and Attendance Pension Benefit" as seen on NBC with Brian Williams in 2007.
