How We Help
Our Services
Whether you’re looking for a comprehensive financial plan or support in a specific area, we offer flexible services tailored to your needs.
Explore the ways we can work together to help you protect, grow, and manage your wealth with confidence.
Fee-Based
Financial Planning
Annual Fee
Our process takes a comprehensive look at your full financial life, covering cash flow, retirement, education, estate strategies, and risk protection. Whether you’re looking for a holistic plan or guidance through a specific milestone, we’ll help you move forward with clarity and confidence.
Investment
Management
% of Portfolio
We provide customized investment strategies aligned with your goals, timeline, and comfort with risk. From long-term growth to income generation or wealth preservation, we help you make informed decisions and adjust over time, whether on its own or as part of a larger financial plan.
Insurance
Solutions
Costs Vary
The right insurance strategy can help protect the people and priorities that matter most. We offer access to life, disability, and long-term care coverage tailored to your needs. These solutions can stand alone or complement a broader plan to strengthen your financial foundation.
What Can you Expect
Discovery Meeting
We’ll start with a conversation to understand your financial situation, concerns, and goals.
Insight & Recommendations
Based on our findings, we’ll share observations and provide actionable recommendations tailored to your needs.
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.
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.
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.