Helping businesses and families since 1985

Lebin Financial is a financial services firm that has been helping business owners/executives, medical professionals and their families achieve their goals since 1985. Our principals provide a broad array of financial and business planning expertise to help clients reduce personal income taxes, maximize capital accumulation and protect and preserve assets on a tax-advantaged basis. Whether you need financial advice, health insurance, voluntary benefits, 401(k) plans, profit sharing or other executive retirement plans, we have the expertise and know-how to provide you with a blend of products and services to help meet your needs.

Families and Individuals

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

Corporate and Business

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