Welcome To LGC Financial
LGC Financial is a full-service financial advisory and insurance firm where honesty, ethics, and trustworthiness come first. This firm was founded in order to provide a relaxed and comfortable environment, with friendly and knowledgeable advisors, to help you get your questions answered and your financial needs met.
- Retirement Account Rollovers (401k, 403b, etc.)
- Complimentary Portfolio Reviews
- Brokerage and Retirement Account Management
- Medicare Education and Insurance
- Long-Term Care Insurance
- Life Insurance
- Annuities – Fixed and Variable
- Coordination With Other Professionals
At LGC Financial, we focus on financial planning and retirement transitioning. That means helping you cover the financial and insurance bases that you care about. Your situation is unique to you and your family, so the focus should be on addressing the areas that are important to you.
Having a strategy is key to quality financial and retirement planning. Many times one product can accomplish two or more goals and often there is more than one way to achieve the desired result. Taxation and risk, as well as other factors, should also be considered in developing your plan. At LGC Financial we create custom financial strategies to help you achieve your goals.
Meet Lisa Claycomb
Founder + Financial Advisor +Insurance Broker
I am passionate about helping people with financial planning and retirement transitioning, and am fortunate to be able to do what I truly enjoy. In working with retirees and pre-retirees for many years, I have found that they want to work with someone who truly cares about them and isn’t just there to sell them something. They want an advisor who will listen to their concerns and answer their questions without any pressure. That’s who I am.
When people speak with me, I want to get to know them. It is important that they see that I am looking out for them, that I’m honest and trustworthy, and that I will help them get what they need, as well as accomplish their goals.
Knowledge and learning have always been important to me and my education is never finished. I proudly hold an undergraduate degree in rehabilitation, a master’s degree in counseling, and a Juris Doctor in law. I became a member of the State Bar of California in 1992.
In order to best help my clients, I have gained significant expertise in Medicare and long-term care, and hold the Certified in Long-Term Care (CLTC) designation. I also hold Series 7 and 66 securities licenses and the Accredited Asset Management Specialist (AAMS) designation, as well as life and health insurance licenses.
My commitment to you, should you choose to seek out my services, is to always be truthful, listen to your concerns, answer your questions, and help you to accomplish your goals.
Pick up the phone or send me an email and let’s talk about those things that are important for your financial future.