Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.
Our calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports. Learn More
We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Learn More
We are thrilled to join Squar Milner. We found their Firm’s approach and dedication to clients and cost structure very similar to our own. The best compliment I can give them: they don’t seem like accountants. They run a fun, fast-paced and dynamic business. They know what it is to be part of San Diego. Most firms do not,” said Jim Rotherham.
The combination will provide McLean's clients with personal attention and access to Squar Milner's deep expertise and represents Squar Milner's continued California expansion.