Our Services

Shawn Lefebvre's financial planning process begins with an in-depth evaluation of the client`s current financial situation, clarifies the objectives to be met, identifies the risk tolerance and then focuses on defining the means to meet specific goals.


The services Shawn specializes in are:

1. Retirement Planning

2. Life Insurance

3. Estate Planning

4. Charitable giving

5. College Funding

6. Medical Insurance-(Individual & Group)

7. Long Term Care Insurance

8. Asset allocation