Welcome to PLC And Associates a full-service marketing and business development consulting firm that specializes in financial services.

Founded in 2006 by Patricia L. (Carbee) Lavigne, CLU, CLF, LLIF, a seasoned professional with over forty years experience working with financial advisors, field managers, and home office management teams across the industry.

We tailor our services to meet the needs and challenges of our clients. We listen and learn about their business — creating solutions that they can effectively implement.

Our Purpose: To enhance the business effectiveness of our clients.

Our Vision: To become a valued and trusted business partner.

Our Core Values:

  • Build trusting relationships with honesty and integrity.
  • Listen effectively to understand the needs of our clients.
  • Provide sound advice and direction.
  • Leverage our associates to bring the best resources to every job.
  • Exceed the expectations of our clients.
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