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.

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.

Privacy Policy

Investments in securities involve risk, including the potential loss of principal invested.

The site may contain links to articles or other information that are contained on a third party website. Royal Alliance does not endorse or accept responsibility for the content, or the use, of the web site. Royal Alliance assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.

Royal Alliance is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations.

It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of our broker-dealer, please click here.

IMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on any social media site.

“Likes”, “Favorites” or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by Royal Alliance. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Royal Alliance.

In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.

Securities are: Not FDIC/NCUA Insured, No Bank or Credit Union Guarantee, May Lose Value