Services

The professionals at Lebin Financial Planning manage every aspect of your total net worth, from investment management retirement planning to investment tax planning and risk mitigation, just to name a few.

Whatever your long-term financial needs, we can address your concerns with a completely personalized, vision-setting model designed to help achieve your goals — now and well into the future.

Who We Are

Lebin Financial Planning is an independent, financial services firm. We have served successful individuals and their families since 1985. 

We have extensive experience in investment management, retirement and estate planning strategies, as well as specialized knowledge for the medical profession. We strive to help our clients maximize capital accumulation, reduce tax, and protect and preserve assets. Because we are paid via a fee-based platform and we do not receive any commissions or compensation for selling financial products, every recommendation we make is in your best interest and wholly aimed at achieving your life goals.

Interested in learning more…?

Feel free to contact us and we’ll get back to you as soon as possible.

 

 
 


Meet The Team

Scott has been working exclusively with high net worth individuals for 30 years. His experience as a planner and educator is sought after throughout the financial services industry. He has presented motivational seminars throughout the United States using both photography and magic as a technique to delve into some of the life issues that are a part of people’s lives.

Joe’s 20 years of business ownership and management experience provides a unique expertise to his financial background. With the lessons learned from being an entrepreneur, Joe provides a unique perspective to the small business owner mindset. He also worked at one of the largest international brokerage houses managing assets of high net worth families and business owners.

Donald Werner considers himself a lifer in the field of financial planning. He studied finance formally in college and has followed it consistently since then. He has been a conscientious investor for 35 years, both personally and with family investments. Thus, it was a natural transition for him when he decided to move into professionally advising clients as an Investment Advisor Representative.

Teri has over two decades of experience in many operational and administrative facets of banking, having worked for one of the largest banks in the world. Her diverse background includes project management, operational risk, compliance, process improvement and business continuity planning.