When you first contact Leber Financial Group, we’ll sit down with you and get acquainted. We’ll assess your financial situation and provide you with an estimate for an initial analysis. Once the initial analysis is complete, we can provide a quote for ongoing financial advisory services if so desired. As our client, we’ll provide you with updates and reviews on a regular basis.

We charge a separate fee for initial and ongoing services and can also help you implement various financial products and services. These include:

• tax-advantaged instruments and investments

• retirement-oriented products in both the financial independence and estate planning areas

• long term care coverage

Many of our financial products and services have major income tax and estate tax advantages, especially when coupled with sophisticated financial independence, lifestyle, estate and legacy planning strategies.

Our Client Profile

At Leber Financial Group, we specialize in working with high income and high net worth individuals and families from the Lehigh Valley, eastern Pennsylvania and New Jersey. Most of our clients are over 40 years of age and have begun to think about pre-retirement and retirement planning. Many of them are over age 55, and some of them have already reached retirement age. Some of these individuals own professional practices or successful, closely held businesses, and they all share similar financial situations:

• They have annual incomes in excess of $150,000 and frequently much higher.

• They have investable assets, including money in company benefit and retirement plans or individually held IRAs, in excess of $500,000.

• Many of our clients have net worths well in excess of $1 million, some in excess of $10 million.

In essence, our services are best geared toward clients who can benefit from our sophisticated financial advisory services and who can reap significant benefits on a cost-effective basis from our fee-based approach to financial independence and estate planning.

Who WE ARE

Dave Leber Born in 1946, the first year of the baby boomer generation, Dave understands the retirement planning challenges that people face today. Dave’s integrity and credibility have made him a leading business and personal advisor in business, finances, taxes, investments and planning for over 30 years. He holds a number of professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Certified Senior Advisor (CSA). In addition, Dave has conducted workshops and seminars around the country on many subjects related to financial planning.

Dave is also involved with several organizations including:

• Lehigh Valley Chapter of Society of Financial Services Professionals
• Former president and current member
• American Society of Financial Services Professionals
• Member
• Financial Planning Association
• Member
• Boys and Girls Club of Allentown Foundation
• Chairman of the Board
• Allentown Jaycees
• Former President
• Allentown-Lehigh Chamber of Commerce
• Small Business Council
• Former Vice president
• St. Margaret’s Episcopal Church
• Emmaus, PA
• Former Board (Vestry) Member
• Toastmaster’s International
• Sunrise Toastmasters, Whitehall, PA
• Former president

Kathy Leber, CEO
Kathy has spent over 30 years in education, retiring recently. She oversees the direction and growth of Leber Financial Group and assists her husband, Dave, in the day-to-day operation of the company.

In addition, our strong support staff assists us in serving our clients smoothly and efficiently and running the internal operations of the business.