“Redwood Forest – Northern California – Scott Lebin”
A Close Relationship With Doctors
At Lebin Financial, we’ve spent years working in the medical field, and we are uniquely qualified to address the complex issues you face as a medical professional. Today many doctors are becoming salaried physicians and need to add to their own retirement in ways that they didn’t have to when they owned their own practice. We can provide strategic solutions to help analyze how your current planning will affect your future needs.
- Investment and Financial Planning
- Dependent Care
- Retirement Income
- Estate Planning Strategies
“Effective financial planning is like taking a picture or snapshot of a given moment in time. The discussion of a client’s financial life is needed to give both the client and the planner information that can help reveal the client’s reasons for taking action.” Scott Lebin