Financial Planning

Your Personal Journey Starts Here.

What is financial planning?

To us, it means taking a journey with our clients that will give them peace of mind by clarifying goals and visually illustrating ways to accomplish them.

At Lebel & Harriman, the planning experience guides decisions on saving, investing, debt and insurance that can help you retire more comfortably, with financial confidence.   

We’ve led hundreds of journeys. What most differentiates us from others is the experience you’ll have along the way. Our advisors are at your side with no judgement, and decades of experience. We simplify complex things.  We prioritize long-term relationships.  And we strive to make every interaction meaningful and enjoyable.

Our planning experience is not about getting your assets under management.  It’s about partnering together to enhance outcomes.

If it’s time to pave the road to your financial dreams or make an important life decision, we would be honored to embrace the journey with you.

Contact us today for a confidential conversation.

Financial Planning Services

  • Retirement income projections
  • Guaranteed income replacement solutions
  • Distribution planning
  • Investment recommendations
  • College savings strategies
  • Student loan debt repayment and forgiveness programs
  • Estate protection and legacy planning
  • Charitable giving / donor advised trust
  • Long term care protection analysis