In our business, we are fortunate to empower others financially. This is a lifelong journey. It’s important that we do it with integrity, compassion, and care with the client’s best interest in mind.
We complete a fact finding process and then analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
LBG Financial LLC offers many potential advantages to accounting professionals and CPAs, including expanded access to services, subject matter experts, more effective and efficient delivery of additional services and solutions that are essential to high-quality financial plans. Utilizing the team-based approach and using specialists will empower you as a client.
Leigh began his financial planning career with New York Life. He is especially driven to help small business create deferred compensation plans that can reduce or eliminate tax obligations.
His personal mission is to help people find their joy in life and to never run out of money.
Bath-Khen began her financial career at New York Life and continued with Bankers Life. She is inspired to help families protect against financial disaster, college planning and long-term care insurance with in-home care.
She speaks Hebrew and is an amazing cook.
Adam is a serial Entrepreneur, Investor and Bestselling Author. After leading a successful team with a fortune 100 company for nearly a decade, Adam founded RTB (Raise The Bar) Financial Group & RTB Capital Group to give clients and advisors the independence, a virtual family office model, team based approach and resources they desire.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans annually, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
8500 Wilshire Boulevard, Ste 700B Beverly Hills, California 90211, United States
Monday - Thursday : 9:00am - 7:00pm
Friday: 9:00am - 2:00pm
Sunday: By appointment
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