Jeb Brown
LPL Financial Advisor
935 Riverside Ave. Suite 4
Paso Robles, CA 93446
(805) 400-1162
jeb.brown@lpl.com

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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

  • Current financial health assessment

  • Establish important life and financial goals

  • Create a personalized action plan

  • Web-based Client Portal for...

    • Planning and tracking goals

    • Stress testing your financial plan

    • Tracking income and expenses

    • Viewing all linked accounts

*Fees based on assets and complexity.
  • Analysis of current portfolio

  • Establish a RiskTolerance and TimeHorizon

  • Design asset allocation

  • Compare current v. recommended portfolio

  • Ongoing portfolio monitoring and rebalancing

  • Evaluate withdrawal strategies

  • Tax Loss Harvesting

  • Quarterly performance reporting

  • Setup automatic investment plan

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)

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.