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.Long Term Care Planning

4. Income Replacement

5. Assett Allocation

6. Charitable Giving

7. College Funding