How does the advisor help clients – Key Takeaways:
LEIBMAN FINANCIAL SERVICES, INC. is a trusted financial advisor that helps clients navigate the complexities of finance with personalized solutions and expert guidance. Through a strategic and individualized approach, the company assists clients in reaching their financial goals and securing a stable future.
Facts and Insights
Established by John Leibman in 1985, LEIBMAN FINANCIAL SERVICES, INC. has been serving clients for over three decades. With a team of experienced and knowledgeable advisors, the firm has helped numerous individuals and businesses achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 30 years |
LEIBMAN FINANCIAL SERVICES, INC. attributes its success to its team of dedicated advisors and its commitment to providing exceptional financial planning and investment advice.
Financial Services Offered
LEIBMAN FINANCIAL SERVICES, INC. offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Small business retirement plans
The company works closely with clients to create personalized financial plans that align with their short-term and long-term financial goals.
Client Types
LEIBMAN FINANCIAL SERVICES, INC. caters to a diverse range of clients including:
- Individuals
- High net worth individuals
- Business owners
- Retirees
- Professionals
The company recognizes that each client is unique and has different financial needs, and thus tailors its services accordingly.
Fees & Compensation
LEIBMAN FINANCIAL SERVICES, INC. follows a fee-based compensation structure, meaning the company charges a percentage of the assets under management as its fee. This ensures that the advisors’ interests are aligned with the clients’ and encourages a long-term partnership for mutual growth and success.
Background
John Leibman, the founder and principal advisor of LEIBMAN FINANCIAL SERVICES, INC., has over 40 years of experience in the financial industry. He holds various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The company’s team of advisors also has extensive experience and qualifications in the financial sector, making them well-equipped to provide sound financial advice and solutions.
Financial Advisor Disclosures to Know
As a reputable financial advisor, LEIBMAN FINANCIAL SERVICES, INC. values transparency and discloses all potential conflicts of interest to clients. These include any affiliations, incentives, or referral fees received by the company from third-party service providers. The company also follows a strict code of ethics to ensure the utmost integrity and professionalism in its services.