Welcome to
Lebahn Financial Services
where real advice meets real life.
We believe financial planning should be simple, approachable, and attainable. Whether you’re building your first budget, planning a family, growing a business, or thinking ahead to retirement, we’re here to make the process personal and effective.
At Lebahn Financial Services, we offer low-fee, high-value guidance that’s always in your best interest. We take the time to understand your goals, explain your options clearly, and build a long-term strategy that fits your life — not just your finances.
Enhanced Planning
Optimize financial strategies by integrating advanced tools and personalized approaches to achieve long-term goals effectively.
Income Planning
Whether you’re working toward retirement, managing investments, or preparing for unexpected financial shifts, a solid plan can help optimize income sources.
Tax Planning
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.