We’re a full service Financial Advisory and Investment Firm working primarily with small business owners and clients preparing for and improving their financial foundation in retirement.

Eric Maclean, ChFC®, CLU® is a Chartered Financial Consultant and Investment Advisor Representative providing Financial Planning, 401k Rollover and Investment Advisory Services in University Place, Gig Harbor and the greater Seattle/Tacoma area.

We’ll help you with Investments, 401k Rollovers, Retirement Income Planning, income and estate tax planning, Lifetime Income Annuities, decumulation strategies and Financial Planning

Eric holds the following Licenses and professional designations:

Chartered Financial Consultant®
Chartered Life Underwriter®
Series 7
Series 63
Series 65

Washing State Insurance License:

• Life
• Disability
• Long Term Care
• Variable Lines

Eric is licensed to offer Securities in the following states:

• Washington
• California
• Alaska
• Arizona
• Colorado
• Florida
• Georgia
• Hawaii
• Idaho
• Minnesota
• Montana
• North Carolina
• North Dakota
• Oregon
• Texas
• Utah
• Wisconsin

Eric is licensed to offer Insurance in the following states:

• Washington
• California
• Idaho
• Texas
• Arizona
• Minnesota


P.S. Don’t keep me a secret! I am never too busy to see how I may be able to help your friends and colleagues with their investments as well!

Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member
FINRA/SIPC. Cetera is under separate ownership from any other named entity.