Home | Lisa Brula

LeClaire Financial Services

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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1

Consultant

21

Years of experience

1

Local Office

What We Offer

Today's investment climate offers unprecedented opportunities. At LeClaire Financial Services, our mission is to help clients take advantage of those opportunities by providing you with four key tools:

A clear understanding of your financial goals
A well-defined roadmap for achieving those goals
Ongoing advice and resources to keep you on track and moving forward
Modifications to adjust your roadmap when life changes happen

Our services cover all areas of holistic financial planning, from discussing values and goals, to investment and retirement planning, to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables you to meet both short- and long-term objectives.

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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