McClain Lovejoy where more than your money matters

A DIFFERENT APPROACH TO FINANCE

We are John Lovejoy and Eric McClain. We created McClain Lovejoy as a fee-only financial planning and investment management firm with a focus on delivering comprehensive retirement plans and custom investment strategies for present and future retirees. We love nothing more than helping people make the most of their financial resources. Our goal is to help retirees and pre-retiree clients simplify their financial affairs and invest in the next stage of their lives, helping them free up precious time and energy to focus on what’s really important to them. Because your happiness matters to us, not just your money.

investing for retirement ebook ipad - McClain Lovejoy

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OUR COMPASS

The core standards that guide our process

FEE-ONLY

We are a fee-only firm, meaning we don’t receive compensation by selling you products.

FIDUCIARY

We are legally bound to put your best interests first, and we take this very seriously.

INDEPENDENT

We do things our way, enabling us to focus solely on your best interests, without restrictions..

APPROACHABLE

Think of us as just regular guys, who happen to know a lot about retirement planning.

TRANSPARENT

We don’t sell products, and have no hidden agendas. We simply offer honest and effective advice.

FOCUSED

We are a boutique firm creating highly customized retirement and investment plans.

WE TAKE A HANDS-ON APPROACH

We’re a two-man team, working collaboratively to create custom financial and investment plans to suit your unique needs.

DOING THE HARD WORK FOR YOU

We make the most out of your financial resources, imparting energy into your plan and providing the guidance you need to achieve your goals.

JUST THE TWO OF US

We’re a small firm, and that’s just the way we like it. Armed with the freedom, expertise and passion to create custom retirement and financial plans that are tailored to the unique needs of each individual client, we do things our way – which ultimately translates to YOUR way. Our goal is to help you plan, save, and eventually transition into a successful and secure retirement. We utilize our decades of experience to deliver comprehensive retirement plans with a personal touch. It’s a unique and hands-on service with on-going monitoring and management, and we take pride in building long-term relationships with all of our clients.

The gift of time, that’s what we really give people. Our time and dedication, of course, but we also help free up more of your own precious time, enabling you to enjoy the things you love.

You’ll never feel like just another number with us.

Taxable Accounts: What Are They, and How Do They Work?

Learning the rules to saving with a 401(k) or IRA can be as tricky as learning the rules to Dungeons and Dragons. Just as you might not understand a word you overhear your kids use when playing...
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02/17/20

You, Your Retirement, and the SECURE Act

Saving for retirement seems simple enough. We just deposit money into a retirement account, let it accumulate compound interest, and withdraw funds when we turn in our badge, right? Well, there are...
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12/20/19

Required Minimum Distributions (RMDs): How on Earth Do They Work?

Have you ever used a coupon for 50% off one item, but in teenie-tiny text it said, “… when you spend $100 or more?” Required minimum distributions (RMDs) are kind of like the coupons of the...
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11/26/19

Can You Save for College with a Roth IRA?

The cost of college is no joke. We’re talking about tuition, textbooks that go for upwards of $350, and decking out a dorm room. With college expenses accumulating faster than ever, clients have...
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SUBSCRIBE: Get updates and grab your copy of our free guide, “Investing For Retirement Income: Straw, Sticks or Bricks?”