At LeClair, we craft flat-fee fiduciary strategies tailored to your values, goals, and full financial life.
We optimize cash flow, align risk, and reduce taxes so your money works harder. As a flat-fee fiduciary, we take no commissions your goals drive every decision.
Estate planning is more than documents it’s about preparing heirs, honoring values, and protecting relationships for generations. We help your family understand the “why” behind your legacy.
We ask: What could disrupt your future? Then we plan so the answer is nothing unprepared for. We don’t sell insurance; we show where it fits.
Giving and saving taxes aren’t opposites. We design strategies to keep more of what you earn while supporting causes that matter aligning tax planning with your values and goals.
Every strategy starts with one question:
What would we recommend if we were in your seat?
As a flat-fee fiduciary, our advice is driven only by what’s best for you, your family, and your legacy.
