“Dublin, Ireland- Scott Lebin”

“Venice, Italy- Scott Lebin”

Specialized Services To Meet Your Needs

Our principals provide a broad array of financial and business planning services. We act as advocates on behalf of businesses, families and individuals, who require specialized business and financial planning, as well as investment advisory services. Our objectives are to help our clients evaluate personal income taxes, set goals for capital accumulation, and understand the taxation of their decisions with their tax professionals. Our advice is always based on one principle: do what is in the best interest of the client.

Families And Individuals

  • Financial Planning
  • Wealth Management Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Long-term Care Planning

Corporate And Business

  • Tax Strategies and Structures
  • Group and Executive Benefits
  • Business and Financial Planning
  • Retirement Plans
  • Risk Management and Insurance Services

“I have often talked about the need to plan for future insurance protection needs, college education needs, retirement needs, and estate planning issues. I have pointed out that money is only a tool to meet our financial needs. Planning and setting your individual financial road map makes your journey less stressful and more fulfilling.”                                                      Scott Lebin

Click to read: Paws and Purrs

  • Connect with Scott on LinkedIn

    LinkedIn Add to Profile button