FREE Webinars from the
Best in the Business!
Lisa Claycomb is a speaker, teacher, and Certified Financial Planner™ (CFP®). Lisa's passion for helping pre-retirees and retirees navigate the complexities of building and maintaining a retirement plan inspired her to open LGC Financial.
Through more than a decade of LGC success, what still drives Lisa's passion is the joy of helping by offering these fun, interactive FREE webinars. Click below to register. Space is limited, register today!
Your Retirement Journey Deserves Clarity & Confidence
Your speaker & host, Lisa Claycomb, is a Certified Financial Planner™ (CFP®), holds Series 7 & 66 Securities licenses, Life & Health Insurance licenses in 10 states, as well as an Bachelor's & Master’s Degrees in Rehabilitation & Rehabilitation Counseling, and a Juris Doctor (JD) in Law.
Planning to retire in the next few years or already there, join us for a friendly, interactive session with others just like you looking to navigate retirement. LGC can help you assess, strategize and execute a plan for a stress-free, relaxing, satisfying retirement.
LGC Financial Services
When was the last time you sat down and had a frank conversation about your retirement goals? Lisa Claycomb is a seasoned professional with a decade+ of experience in helping clients prepare for, and thrive in retirement. Whether you’re just a few years away or already retired, Lisa provides trusted guidance to help you navigate each stage with clarity and confidence.
Lisa's 3-Step Process
Step 1
Assess
We begin by reviewing your financial documents and retirement goals to get a clear picture of your current situation.
Step 2
Strategize
Our team will design a personalized retirement strategy tailored to your desired lifestyle and long-term needs.
Step 3
Implement
We'll help you put your plan in place so you're retirement ready when the date arrives.
Why LGC Financial?
Frequently Asked Questions
Clear answers to help you make confident decisions.
Do I have to pay for the webinar?
Absolutely not. Lisa offer these informative webinars at no cost, now, or ever. Just come ready to learn, ask questions, and have fun!
What if I have more questions after the webinar?
Lisa usually blocks out time after the conclusion of the presentation to field questions. If you prefer to speak to Lisa 1-on-1, simply ask her to meet with you individually. She will be happy to assist.
How do I get started with LGC Financial?
It starts with a conversation. We’ll discuss your goals, review your current situation, and outline a personalized retirement strategy.
Are your retirement plans customized?
Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive personalized advice that works for you.
Do I need high net worth to work with you?
Not at all. Whether you have a modest retirement savings or a substantial portfolio, we’ll help you create a personalized plan that maximizes your resources and builds toward your retirement goals.
Upcoming FREE Webinars
MONDAY, May 18, 2026, 5:30pm PST
OPM Method: Funding Your Roth Conversion Taxes
What is a Roth Conversion?
The problems conversions create
The conventional trap
The OPM (Other People's Money) solution
Implementing your plan
Wednesday, May 27, 2026, 5:30pm PST
Roadmap to Retirement:
Plan Your Next Chapter
The Asset Accumulation Phase
Positioning Your Assets for Retirement
Social Security Claiming, Pensions, and Income Planning
Addressing Risks and Taxes
Earmarking Funds for Emergencies and Large Expenses
Covering Healthcare & Long-Term Care Costs
Estate Planning and Legacy Protection
Transitioning Into and Living in Retirement
TUESday, JUNE 9, 2026. 5:30pm PST
The Retirement Hostage Crisis: Can You Access Your Retirement Funds?
What is the Retirement Hostage Crisis?
Who Controls Employer-Sponsored Accounts?
Mixed Up Tax Classifications
Rules & Restrictions on Accessing Your Money
Getting Around the Runaround
Testimonials
John Doe
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Jane Doe
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Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA, SIPC.
©2026. LGC FINANCIAL. All Rights Reserved.
This is not an offer, or solicitation of any offer to buy or sell any security, investment, or other product, nor do we accept, buy, sell or cancel orders by email, or any instructions by email that would require your signature. Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA/SIPC.
