Poway, CA firm LGC Financial introduced their retirement planning guidance services by founder Lisa Claycomb, helping professionals prepare for retirement through structured strategies addressing income sustainability, taxes, healthcare, and legacy goals.
-- LGC Financial announced retirement planning services designed to help individuals and executives prepare for long-term financial independence through structured strategies for income, taxes, and legacy planning. Led by retirement planner Lisa Claycomb, the Poway-based firm focuses on comprehensive retirement planning that integrates retirement income strategy, tax-efficient retirement planning, and long-term wealth preservation.
More information can be found at https://www.lgcfinancial.com/
LGC Financial announced their retirement planning services at a time when many Americans face increasing uncertainty about long-term financial security. According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 57% of U.S. workers report having less than $100,000 saved for retirement, underscoring the importance of comprehensive retirement planning that addresses income strategy, tax efficiency, healthcare costs, and long-term financial stability.
The firm’s services are designed to address the multiple financial decisions individuals face as they approach retirement. These include developing sustainable retirement income strategies, implementing tax-efficient retirement planning approaches, and coordinating healthcare and Medicare planning alongside long-term investment management.
The planning process also considers estate and legacy planning, helping clients structure their assets so wealth can be preserved and transferred according to their goals. For professionals and business leaders, the firm provides retirement planning for executives, addressing stock compensation, concentrated positions, and tax-sensitive wealth strategies.
“Retirement planning today involves far more than simply saving for the future,” said Lisa Claycomb, JD, CFP®, founder of LGC Financial. “A thoughtful strategy must address retirement income, taxes, healthcare costs, and legacy goals so individuals can move into retirement with clarity and confidence.”
Lisa Claycomb founded LGC Financial in 2015, with the goal of helping clients navigate the transition from earning income to relying on accumulated assets for retirement. As both a certified financial planning professional and Juris Doctor, she combines financial planning knowledge with legal insight to guide clients through complex retirement decisions.
Many households begin pre-retirement financial planning years before leaving the workforce in order to adjust savings strategies, optimize tax positioning, and evaluate future healthcare costs. This forward-looking approach allows clients to align their investments, income streams, and legacy plans with long-term financial goals.
Individuals seeking guidance on high-net-worth retirement planning, retirement income strategy, or retirement planning consultation can learn more about the firm’s services at https://www.lgcfinancial.com/
Contact Info:
Name: Lisa Claycomb,JD, CFP©
Email: Send Email
Organization: LGC Financial
Address: 13446 Poway Road #160, Poway, CA 92064, United States
Phone: +1-760-604-6610
Website: https://www.lgcfinancial.com/
Source: PressCable
Release ID: 89190130
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