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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.

 

To schedule an appointment with Dave Leber and his expert staff, call 610-770-1534, fax 610-770-9104. We are conveniently located at 1105 Bell Avenue, Allentown PA 18103-3127.

You can also email us:

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Leber Financial, Allentown Financial Planning, Investment Management