Crucial knowledge acquired over the past 48 years on how the tax code can be used advantageously to meet financial objectives.

Mike McClellan the principal, a licensed financial professional has spent the last four decades working with individual taxpayers and business owners, [both public and private] assisting each in addressing various existing or anticipated problems. This often necessitated working with their other advisors. Numerous plan designs were routinely rejected before any recommendation were offered for a given situation. As a result, over time he had the opportunity to work with a multitude of differ...

Mike McClellan the principal, a licensed financial professional has spent the last four decades working with individual taxpayers and business owners, [both public and private] assisting each in addressing various existing or anticipated problems. This often necessitated working with their other advisors. Numerous plan designs were routinely rejected before any recommendation were offered for a given situation. As a result, over time he had the opportunity to work with a multitude of different CPAs and attorneys. These working relationships grew to his being asked to conduct workshops for partners at their respective firms. When possible he articulated how one of the sponsoring firm's clients is being helped by use of the proper financial product and existing tax law.