LeBaron Financial Group, Inc.

LeBaron Financial Group, Inc. Specializing in Retirement & succession planning, Life & Employee benefits & income planning Member of FINRA and SIPC. LeBaron Financial Group, Inc. CO. KY. OH. WA.

Specializing in retirement planning, employee benefits, 401k plans and insurance. Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. and Independent Financial Group, LLC are not affiliated. Office of Supervisory Jurisdiction: 12671 High Bluff Dr. St. 200, San Diego, CA 92130. CA Insurance

License #0628256. Securities sold in the following states: CA. TX.UT. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
09/08/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Have you been thinking about getting  together a Trust ? give us a call or text at 951-695-9535 and we will help you get...
09/04/2026

Have you been thinking about getting together a Trust ?
give us a call or text at 951-695-9535 and we will help you get started!

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Do I Really Need a Trust?  A few questions today could make your wishes clearer for tomorrow.  call or text us at : 951-...
09/02/2026

Do I Really Need a Trust? A few questions today could make your wishes clearer for tomorrow. call or text us at : 951-695-9535

Do I Really Need a Trust? A few questions today could make your wishes clearer for tomorrow. call or text us at : 951-695-9535

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
09/01/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

When was the last time you paid yourself first?
08/25/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Do I Really Need a Trust?” as the main question, “A few questions today could make your wishes clearer for tomorrow.”, L...
08/24/2026

Do I Really Need a Trust?” as the main question, “A few questions today could make your wishes clearer for tomorrow.”, LeBaron Financial Group branding, and the call to action with 951-695-9535

Have a Great Weekend!
08/22/2026

Have a Great Weekend!

08/22/2026

The Heart Behind LeBaron Financial Group, Inc. Steve LeBaron!

Steve is a native Californian who grew up in Orange County. In 2001, he moved his family—and his Financial Firm—to Murrieta, California, where he continues to serve individuals and families with personalized, relationship-driven guidance.

With over four decades of experience, Steve has been helping clients make confident financial decisions since 1981.

He began his career with MassMutual and Minnesota Mutual, focusing on estate and insurance planning. As his clients’ needs evolved, Steve expanded his expertise by earning his FINRA Series 7, 65, 6, and 63 licenses, allowing him to provide comprehensive investment management and fully integrated financial planning strategies.

One of Steve’s greatest strengths is helping clients get organized and feel in control of their financial lives.

He works closely with individuals and families to simplify and structure their financial and estate planning, including setting up trusts, retirement planning, and creating reliable income strategies for the years ahead. His goal is to bring clarity and confidence to what can often feel overwhelming.

Steve’s approach is centered on understanding each client’s unique goals, values, and concerns. He is committed to simplifying complex financial decisions and creating clear, customized strategies designed to protect, grow, and preserve wealth over time.

Throughout his career, Steve has also collaborated closely with Temecula Financial Services, an accounting firm, to provide clients with integrated financial strategies that include professional tax planning as part of a coordinated approach when it adds value to the overall plan.

For Steve, financial planning is not just about numbers—it’s about people, relationships, and long-term trust. Many of his clients have been with him for decades, a reflection of his dedication to service, transparency, and always putting their best interests first.

Outside the office, Steve enjoys spending time with his family. He has been married to his wife, Natalie, for 43 years. Together, they have five children and coming up to 13 energetic grandchildren!

Steve stays active with pickleball, basketball, hiking, running, The Beach and the Grandkids!

Do I really need a trust? A few questions today could make your wishes clear for tomorrow.give us a call or text at 951-...
08/22/2026

Do I really need a trust?

A few questions today could make your wishes clear for tomorrow.

give us a call or text at 951-695-9535
let us help you get started!

Address

41870 Kalmia Street Ste 155
Murrieta, CA
92562

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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