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Jeb Brown |
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OUR COMMITMENT TO YOU
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* |
Investment Management |
*Fees based on assets and complexity.
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Included with Financial Planning and Portfolio Management:
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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.