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