Your Retirement Journey Deserves Clarity & Confidence

Planning to retire in the next few years or already there, LGC can help you assess, strategize and execute a plan for a relaxing, satisfying retirement.

The Best in the Business

Lisa Claycomb launched LGC Financial to help pre-retirees and retirees navigate the complexities of building and maintaining a retirement plan.

Lisa 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.

Through more than a decade of LGC success, what still drives Lisa's passion is the joy of helping through establishing a personal connection with each client.

Our Services

When was the last time you sat down and had a frank conversation about your retirement goals? Lisa Claylcomb 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.

Retirement: – Your most important financial milestone

Healthcare & Protection: – Guidance on Medicare, long-term care, and life insurance to help protect your future

Tax Efficiency: – Minimize tax exposure and optimize your resources with proactive planning

Estate & Legacy Planning: – Ensure your wishes are honored & your loved ones are protected

LGC'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

We 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.

What types of clients do you work with?

We are dedicated to serving pre-retirees and retirees as they navigate, plan, financially prepare for, transition into, and live comfortably in retirement.

How do I get started with LGC Financial?

Simply attend one of our online sessions and/or schedule a free consultation through our contact page or give us a call. 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.

Testimonials

John Doe

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Jane Doe

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Tell Lisa about your retirement assets?

I/we have $500,000 or more in retirement savings/assets

I/we have less than $500,000 in retirement assets

I am not sure how much I/we have

Phone:

(760) 604-6610

Office:

13446 Poway Rd Suite 160, Poway California 92064

Email:

[email protected]

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.

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.