St. Clair Financial Services provides comprehensive financial planning and investment management to individuals and families, building long-term relationships based on trust and understanding of clients’ goals. Our personalized approach ensures each client receives the attention needed to achieve their objectives.

We collaborate with clients to develop customized financial strategies, offering services including retirement planning, investment management, estate planning, and tax planning. Our experienced professionals provide exceptional service and support in a comfortable, trusting environment.

We believe financial planning is an ongoing process, dedicated to providing support and guidance throughout clients’ lives to achieve financial security and peace of mind. As a fee-only firm, we avoid commissions, ensuring recommendations are always in clients’ best interests.

Our commitment to transparency and ethical conduct helps clients make informed decisions about their financial future. We believe financial planning is critical for long-term success, providing the tools and resources for informed decisions and building strong, long-term relationships based on trust and mutual respect.