Investments & Financial Planning

INVESTMENTS & FINANCIAL PLANNING

No matter your age or stage of life, the time to plan your financial future is now. Whether your primary goal today is to save for a new home, a college education, or retirement, The MacLean Agency has the knowledge, experience, and resources to work with you to create a realistic financial plan that is funded through sound investment strategies. We favor asset allocation to help reduce risk to your portfolio while spreading your holdings among a variety of industries, companies and investment types where they can benefit from a broad range of investment opportunities.

Of course, over time financial needs and goals can change. That’s why it’s important to regularly review your financial plan. Education and objectivity are the cornerstones of our business. Our professionals are extensively trained in financial planning as well as a wide range of investment opportunities, representing a number of well-respected financial institutions. We provide services in the following areas:

Pensions/401(k) Plans

Retirement Planning

Business Needs Analysis

Investment Planning

Estate Planning

College Funding/Section 529 Plans

Trust Asset Management

Tax Planning

The MacLean Agency believes in creating long-term financial planning and investment relationships by providing our clients with honesty, communication, and knowledge as we help them identify, prioritize, and achieve their financial goals and objectives. And since every investment opportunity represents potential risks as well as rewards, we take the time to fully discuss the investment opportunities that we present. We do this because we understand that financial goals represent more than just money—they embody the aspirations and future hopes that our clients value most.

| Certified Financial Planner™ practitioner | CFP®
The certification marks above are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Kam Amirzafari offer investment advisory services as a Registered Representative of Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco) and securities and products and services as a a Registered Representative of Pruco. Mac Lean Agency is not affiliated with Pruco. Other products and services may be offered through a non-Pruco entity. 1-800-201-6690
IFS-A082920 Ed. 2/2008

Kam Amirzafari, AEP, CFP®
Certified Financial Planner™
609.683.9300 ext 251
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