Jeb Brown
LPL Financial Advisor
935 Riverside Ave. Suite 7B
Paso Robles, CA 93446
(805) 400-1162
jeb.brown@lpl.com

Read Bio

Schedule Appointment


OUR COMMITMENT TO YOU

Click to Get Started on Your Path

 

Vision

Helping people discover and follow their path towards financial freedom.

Mission 

Providing thoughtful and empowering financial advice to help clients navigate the path towards their life and financial goals.

Process

The foundation of our planning process starts with identifying your most important life and financial goals. We work together to build a comprehensive analysis of your current financial health. Next, we create a personalized action plan in an effort to help you progress towards your goals and avoid setbacks. We provide ongoing guidance, reviews and updates to your action plan. Our primary focus is to help you navigate the path towards financial freedom.


What We Provide

Financial Planning

Planning Fee Starting at $500*

Investment Management

Advisor fee 0.50% - 0.85% annually*

  • Currentfinancial health assessment

  • Establish importantlife and financial goals

  • Create a personalized action plan

  • Web-basedClient Portalfor...

  • Planning and tracking goals

  • Stresstesting yourfinancial plan

  • Tracking income and expenses

  • Viewing all linked accounts

  • Additional Comprehensive Planning benefits

*Fee varies based on time and complexity

  • Analysis of current portfolio

  • Establish aRiskTolerance andTimeHorizon

  • Design asset allocation

  • Compare current v.recommended portfolio

  • Ongoing portfoliomonitoring and rebalancing

  • Evaluatewithdrawalstrategies

  • Tax LossHarvesting

  • Quarterly performance reporting

  • Setup automatic investment plan

*Excludes Platform fee and investment operating expense.​

Included with Financial Planning and Portfolio Management:

  • Bi-annual progress/account review
  • As needed meetings (by appointment)
  • Quarterly check-in call
  • Collaborate with your CPA, Attorney, etc.
  • Facilitate family/beneficiary meetings
  • Bi-annual Market Outlook (via email)


Comprehensive Planning

Below is a comprehensive list of all services available through Financial Planning and Investment Management.

BUDGET PLANNING 

  • Income Needs Analysis

  • Set Budgeting Goals

  • Debt Payoff Schedule

  • Establish Emergency Savings

  • Large Expense Planning

  • Mortgage Review

INVESTMENT PLANNING

  • Current Portfolio Analysis

  • Set Risk Tolerance

  • Asset Allocation Design

  • Account Rebalancing

  • Withdraw Strategies

  • Evaluate Outside Accounts 

RETIREMENT PLANNING

  • Retirement Needs Analysis

  • IRA Set-Up / Conversions

  • Self-Employed Plan Setup

  • Annuity / Pension Review

  • RMD Setup

  • Social Security Analysis

TAX PLANNING 

  • Tax Aware Investing

  • Cost Basis Review

  • Tax Return Review

  • Cost Basis Analysis

  • Roth Conversion Options

  • Tax Loss Harvesting

INSURANCE PLANNING 

  • Review of Existing Policies

  • Life Insurance Needs

  • Long Term Care Analysis

  • Disability Needs Analysis

  • Health Insurance Review

  • HSA Options

ESTATE PLANNING 

  • General Trust Guidance

  • Beneficiary Analysis

  • College /529 Savings Plan

  • Gifting Schedule

  • Document Storage

  • Charitable Donation Plan

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs. Rebalancing and/or asset allocation does not assure a profit or protect against a loss.

Paradigm Advisors and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.