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13446 Poway Road, Suite 160, Poway, CA 92064

(760) 604-6610
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Your Retirement Journey Deserves Clarity & Confidence

Your Retirement Journey Deserves Clarity & Confidence

Navigating today’s retirement reality presents many challenges, but also offers opportunities to craft a personalized plan to meet your needs. Whether you are 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.

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The Best in the Business

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. 

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Our Clients

We maintain strategic proficiency in comprehensive retirement planning for a broad range of clients.

Entrepreneurs & Executives

Entrepreneurs & Executives

Strategic planning & seamless transitioning from business to retirement

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Peak Career Professionals

Peak Career Professionals

Wealth diversification & tax management strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net-Worth<br/>

High-Net-Worth

Sophisticated retirement planning & legacy protection strategies

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Schedule A Consultation

If you believe you could benefit from working with a retirement professional, let’s review your goals to see if you’re a good match for our practice.

Book a Complimentary Consultation

Our Services

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

Our team of seasoned professionals brings significant experience in helping clients prepare for and thrive in retirement. Whether you’re just a few years away or already retired, we provide trusted guidance to help you navigate each stage with clarity and confidence.

Retirement

Your most important financial milestone

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Healthcare & Protection

Guidance on Medicare, long-term care, and life insurance to help protect your future

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Tax Efficiency

Minimize tax exposure and optimize your resources with proactive planning

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Estate & Legacy Planning

Ensure your wishes are honored & your loved ones are protected

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Our Three 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.

Get your retirement journey started today.

Your retirement fulfillment is our top priority. We take the time to understand your personal situation, goals, and risk tolerance, so we can create a plan that fits you. Open, honest communication and long-term relationships have always been the cornerstone of our success.

Start Your Retirement Journey with Our Advisors

Let’s begin the conversation. Submit this form to schedule an initial conversation. Based on what we learn, we’ll match you with the right retirement planning professional to support your goals, lifestyle, and future vision.

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