Broker Check

Instilling Hope
For The Future

Focused on Building and preserving your wealth.

No matter what your financial goals may be, my team and I are ready to take you there.

Schedule a Meeting

YOU'RE NOT ALONE
I Understand Your Concerns

Navigating the complexities of your finances can feel overwhelming. Questions like “Am I saving enough?” “Can I retire comfortably?” or “Am I making the right decisions for my family or business?” can weigh heavily on your mind.


Whether you’re a business owner looking to protect your company, a parent planning for your children’s future, or someone striving for financial independence, I’m here to guide you every step of the way.

My Story

What We Do
A Legacy of Trust and Personalized Guidance

Lefebvre Financial Services has been a trusted name since 1970, serving families and businesses for over 50 years. Built on the foundation of integrity and hard work instilled by my father, Al Lefebvre, I continue his legacy by providing personalized, comprehensive financial planning.

I’m a CERTIFIED FINANCIAL PLANNER® professional with extensive experience working across three generations of clients. My approach is simple: I truly get to know you, your goals, and what’s most important to you. Whether it’s planning for retirement, protecting your family, or creating a legacy, I provide bespoke solutions tailored to your unique needs.

About Us
Our Story

Learn more

Lorem Ispum

Learn more
Personal Wealth Planning

Personal Wealth Planning

Whether you’re just starting out or building on years of progress, we help individuals and families create financial strategies that reflect their goals, values, and life stage.

Learn more
Pre-Retirees & Retirees

Pre-Retirees & Retirees

From planning your retirement to confidently living it, we’ll help you navigate key financial decisions so you can enjoy the years ahead with clarity and peace of mind.

Learn more
Business Owners

Business Owners

We partner with business owners to align their personal and professional finances—helping them grow, protect, and transition their business with purpose.

Learn more

How We Help
Clear Answers. Confident Decisions.

You don’t need a one-size-fits-all solution. You need a personalized financial plan that reflects where you are and where you want to go. Whether you’re preparing for retirement, protecting your family, or growing a business, we offer tailored guidance designed to help you move forward with clarity and purpose.

Comprehensive Financial Planning


Retirement, savings, budgeting, and investment strategies—all tailored to your full financial picture.

Retirement
Planning


Guidance to help you confidently answer “Am I on track?” and create a retirement plan built around your life.

Legacy &
Estate Planning


Thoughtful strategies to help you pass on wealth efficiently and according to your wishes.

Risk Management &
Protection


Insurance and protection planning to safeguard your family and future.

Our Process
Working With Us is Straightforward

Our process is clear, collaborative, and built around your goals. Whether you’re just starting out or re-evaluating your long-term strategy, we’re here to guide you every step of the way.

1

Discovery Meeting

We’ll start with a conversation to understand your financial situation, concerns, and goals.

2

Insight & Recommendations

Based on our findings, we’ll share observations and provide actionable recommendations tailored to your needs.

3

Implementation

Together, we’ll take the necessary steps to put your financial plan into action.

*Plan implementation is separate from financial planning services. Clients are not obligated to implement recommendations through us.

4

Ongoing Support

Life changes, and so do your financial needs. We’ll be with you every step of the way to ensure your plan stays on track.

LETS GET STARTED
Start Your Journey to Financial Confidence Today

Schedule a complimentary discovery meeting and take the first step toward a more confident financial future.

Schedule a Meeting

Why Choose Lefebvre Financial Services

At Lefebvre Financial Services, our mission is simple: to provide thoughtful, personalized financial guidance that helps you move forward with confidence. With deep roots, decades of experience, and a commitment to putting your needs first, we’re here to serve as a steady, knowledgeable resource through every stage of life and business. When you work with us, you’re not just getting a financial plan—you’re gaining a long-term ally who truly cares about your success.

  • Over five decades of expertise serving multigenerational clients and businesses.

  • No cookie-cutter plans. Just personalized strategies designed for your unique needs.

  • We're your first stop for all financial questions, offering full transparency and guidance you can rely on.

  • Our goal is to improve your life, instill confidence, and provide peace of mind through every decision.

  • As a CFP® professional, I’ve met the highest standards in education, ethics, and experience—bringing you comprehensive, fiduciary guidance across all aspects of your financial life.