“Zebra and its child- Scott Lebin”
Integrated Services To Meet Your Unique Needs
Our business operations experience provides us with the capability to offer integrated strategic planning services, particularly for closely held businesses. Our advisory services can help owners and executives manage their way through challenging financial and leadership transitions. We work with experienced colleagues in the legal, banking and investment arenas, who, as a team, can provide support to business owners during a transition. Consulting services are available on a project basis.
“We know that in the realm of financial planning, those who chase after wealth as an end to become happy are often disappointed. We create a financial plan to discover what priority people give to their vision, values, and goals.” Scott Lebin