Maclean Rowe Financial

At MacLean Rowe Financial, we understand that navigating the complex world of financial planning can be daunting. That's why we're committed to providing personalized, expert guidance to help you achieve your financial goals. With over 45 years of combined experience in the industry, our team of Certified Financial Planners (CFPs) and Chartered Life Underwriters (CLUs) is dedicated to helping you make informed decisions about your financial future.

Our Philosophy

Our philosophy is centered around creating a personalized approach to financial planning. We believe that everyone's financial goals are unique, and that no one-size-fits-all solution exists. That's why we take the time to understand your individual circumstances, values, and priorities. We then use this information to develop a tailor-made strategy that aligns with your goals and objectives.

Our Services

At MacLean Rowe Financial, we offer a range of services designed to help you achieve your financial aspirations. From financial planning to retirement planning, investment management, estate planning, and tax planning, our comprehensive services are designed to help you make the most of your financial resources.

Financial Planning

Our financial planning services are tailored to your unique situation and goals. We take a holistic approach to financial planning, considering every aspect of your financial picture, from investments and taxes to insurance and estate planning. Our experienced advisors will work closely with you to identify your financial objectives and develop a customized plan to help you achieve them.

Retirement Planning

Retirement planning is an essential part of securing your financial future. Our advisors will work with you to create a personalized retirement plan that takes into account your income needs, asset allocation, and risk tolerance. We'll help you make informed decisions about your investments, taxes, and other factors to ensure a comfortable and secure retirement.

Investment Management

Our investment management services are designed to help you achieve your financial goals. We'll work with you to create a diversified investment portfolio that aligns with your risk tolerance, investment horizon, and financial goals. Our experienced advisors will monitor your portfolio regularly to ensure it remains aligned with your objectives and adjusts as needed to adapt to changes in the market.

Estate Planning

Estate planning is an essential part of ensuring your legacy and protecting your loved ones. Our advisors will work with you to create a comprehensive estate plan that includes everything from powers of attorney to wills, trusts, and beneficiary designations. We'll help you make informed decisions about your estate plan and ensure that your wishes are carried out.

Tax Planning

Tax planning is an essential part of achieving your financial goals. Our advisors will work with you to create a personalized tax strategy that takes into account your income, deductions, credits, and other factors. We'll help you minimize your tax liability while ensuring you're in compliance with all relevant tax regulations.

Business Planning

Business planning is an essential part of ensuring the long-term success and prosperity of your business. Our advisors will work with you to create a comprehensive business plan that includes everything from financial projections to marketing and sales strategies. We'll help you make informed decisions about funding, risk management, and growth opportunities.

Meet Our Team

At MacLean Rowe Financial, we're proud to have a team of experienced advisors who are dedicated to helping you achieve your financial goals. Meet our advisors, including Gaire MacLean, CFP, CLU, who has over 40 years of experience in the industry. With a commitment to ongoing education and professional development, our team is dedicated to staying up-to-date on the latest financial trends and regulations.

Get Started

If you're ready to take control of your financial future, we're here to help. Contact us today to schedule a consultation with one of our experienced advisors. We'll work closely with you to understand your financial goals and develop a personalized plan to help you achieve them.