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Holistic Financial Planning

NO MATTER WHAT YOUR FINANCIAL GOALS MAY BE,  MY TEAM AND I ARE READY TO TAKE YOU THERE

My Financial Planning Process

Small Business Owners

Owning a business can be as challenging as it is rewarding.  To thrive in the marketplace, you need much more than just a strong work ethic and a great product or service

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Estate Planning

The best time to start thinking about estate planning isn’t when you’re retiring.  It’s right now.

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Life Insurance

In the event of an unexpected passing, protect who and what matters most - today, tomorrow, and for years to come

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Lefebvre Financial Services

Building and preserving your wealth

In today’s complex world, even the most knowledgeable individuals find it difficult to develop, implement, and monitor well structured investment strategies on their own.

Investing is about educating children, securing a dignified and independent retirement, caring for our parents and loved ones as they live longer than any other previous generation, and creating legacies for our families and charitable interests for years to come. 

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Retirement Planning

Keep time on your side by saving and investing now for a rewarding retirement ahead. It’s never too early or late to get started.

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Account Access

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Account Access

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