The professionals at Scott Lebin Financial Services 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.
Scott Lebin, RFC, CWS®
Scott has been working exclusively with high net-worth individuals for 30 years. Scott is a sought-after planner and educator throughout the financial services industry.
The USCA "Best of Local Business" Award Program recognizes outstanding local businesses throughout the country. Each year, the USCA identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and community.
Various sources of information were gathered and analyzed to choose the winners in each category. The 2011 USCA Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the USCA and data provided by third parties.
The Future of You
Scott Lebin has co-authored a book! The Future of You redefines wealth and challenges the traditional approach to planning so that your financial and legacy plans embody your unique values. Click here to order your copy today.
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, 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.
Asking the Right Questions Is the Beginning
Many evaluations of financial health don’t begin with asking the right questions. The discovery phase of financial planning, including looking back at past experiences, is crucial to developing a plan.
Will I Run Out of Money in Retirement?
Saving for retirement is a step-by-step process. Be careful not to fall into 10 common misconceptions about planning for your retirement that can lead you to not having enough savings.
Attaining a Life of Significance By Choice
Longer life expectancies and better opportunities for retirement planning have made it easier for retirees to live a life of significance and leave a lasting legacy. What will you be remembered for?
Distribution Planning Is a Process
A sustainable retirement distribution plan means having distributions that can last as many as 30-40 years. Family goals must be taken into account while creating and implementing your plan.