McEuen Legacy Planning
Financial Advising
Why pick this one
McEuen Legacy Planning helps Coastal Carolina families build retirement income and Roth conversion strategies through Kalan McEuen’s RICP expertise.
Best for
- Coastal Carolina families planning retirement income
- Retirees evaluating Roth conversions
- Families seeking strategies to reduce retirement taxes
- Clients seeking inflation and market-risk buffers
- Families focused on creating a financial legacy
Specialties
- retirement income planning
- Roth conversion strategies
- retirement tax reduction strategies
- legacy planning
- inflation and market-risk buffers
Certifications
- Retirement Income Certified Professional (RICP)
- American Legion
- Veteran Business Collective
What makes them different
- Kalan McEuen has 20 years of U.S. Navy aviation, operations, and planning experience
- Kalan McEuen holds the Retirement Income Certified Professional (RICP) designation
- The Retirement Liberation Plan is a proprietary four-phase retirement system
- Kalan McEuen served as an executive producer for the documentary Retirement Everest
- The practice serves families in Jacksonville and North Carolina's coastal region
- Serves
- Jacksonville
Distilled from this business's own website.
Contact & Location
- Address
- 200 Valencia Dr #146, Jacksonville, NC 28546
- Phone
- +19107229295
- Website
- https://www.mceuenplanning.com/
- info@mceuenplanning.com
Services
- retirement planning
- income stream planning
- tax planning
- risk management
- legacy planning