MacLean Rowe Financial

Maclean Rowe Financial

The Legacy of Financial Advice

Gaire has been in the financial services industry since 1972 and was joined by his daughter, Tannis, in 2003. Tannis & Gaire work in tandem to create an environment which supports holistic retirement, investment and estate planning. An extensive referral network is available to clients in need of legal, lending or accounting services. We take pride in our personalized service and ability to be an integral part of our client’s investment, retirement, tax and estate planning needs.

Families

Helping families establish and achieve their goals.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News

Is it Time for Your Insurance Audit?

Has it been awhile since you last looked at your insurance portfolio?

Are you a little vague in your recollection of all the coverage you have and why you have it?

Are you uncertain as to whether or not your portfolio reflects your current situation?

Just like going to the dentist for regular checkups is a necessary evil, reviewing your financial plan and products on a regular basis is also recommended. Circumstances can change over time and making sure your protection is keeping pace is a worthwhile exercise.

July/August COMMENT Newsletter

COMMENT is an informative newsletter targeted to the unique niche that CLU advisors occupy in the financial services industry, with a focus on risk management, wealth creation and preservation, estate planning, and wealth transfer.

Estate Planning for Blended Families

In today’s family, it is not unusual for spouses to enter a marriage with children from previous relationships. Parents work hard at getting these children to functionally blend together to create a happy family environment. Often overlooked is what happens on the death of one of the parents. In most cases, special consideration for estate planning is needed to avoid relationship loss and possibly legal action.

Typically spouses leave everything to each other and when the surviving spouse dies, the remainder is divided amongst the children. The problem? Even with the best of intentions, there is no guarantee that the surviving spouse will not remarry and inadvertently disinherit the deceased’s children.