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.

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.

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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.

Using a Donor Advised Fund for Retirement Income Tax Planning and Legacy Goals

Making the most of your resources Should you make a super-gift in retirement? With an immediate tax deduction and tax-free growth, a Donor-Advised Fund (DAF) may make sense for your retirement...
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06/01/17

Small Business Retirement Plans With Only One Participant

If you’re self-employed with no employees this isn’t the article for you! Check this piece on Solo 401k vs. SEP-IRA. For business owners or partners that wish to contribute to a...
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04/25/17

Come Sail Away to Retirement

How Much Money Do You Need to Quit and Sail Away? You wake up. Go to work. Get home. Repeat. Then add the stress of this past tax season, and it can start to feel like you’re stuck in a hamster...
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02/07/17

Common Myths of Whole Life Insurance

Have ever been told that a whole life insurance policy is the best investment you can make for your future? If so, you are in good company. Agents may push permanent policies because they get a...
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