Thank you for your interest in our financial planning and investment management services. I’m Don St. Clair, and I lead a team I fondly call the Ambassadors of Possibility here at St. Clair Financial.
I’ve been practicing financial planning since graduating with a degree in finance in 1991. I have a background in tax and was an IRS Enrolled Agent earlier in my career.
Even so, I didn’t set out to help people turn Debt & Taxes into Savings & Investment™, that’s just what emerged as a consequence of doing financial planning – for the people I was doing financial planning for. Many of the strategies and techniques I use today developed as a direct result of interacting with clients, and reflect the concerns and challenges we faced together during that time..
Ultimately, I didn’t become a Certified Financial Planner, an Accredited Investment Fiduciary, a Chartered Special Needs Consultant or a Certified College Financial Consultant for the sake of adding letters to my name. That was all driven by a desire to acquire the knowledge and information necessary to serve the best interests of my clients.
But serving those interests takes more than just knowledge and information. It takes skills, sensibilities, and the kind of learned intuition born of repetition, planning, patience and practice.
And it takes relationship. Without the kind of trusted relations I’ve enjoyed over the past 30+ years, I would have never developed the skills and sensibilities necessary to help anyone.
Cultivating and maintaining relationships of trust is fundamental to the success of any business, and St. Clair Financial is no different. Without trusted relationships there is no possibility, and the business itself would not exist.
Which is why I choose to work directly for clients. While other advisors may be employed at Wall Street firms or contracted with insurance companies, I’ve been able to maintain objectivity and independence by working for you, and no other.
While many of my clients are retired or close to it, my practice today is focused on serving the needs of the self-employed. If you’re a sole proprietor, have a single-member LLC, or file as an S-Corp, I’d like to help.