Lon P. LeBlanc, CFP®
CERTIFIED FINANCIAL PLANNER™, Practitioner
CA Insurance Lic. #0A18235
27248 Highway 189, Unit 6
PO Box 333
Blue Jay, CA 92317
(909) 337-8422
Email: lon.leblanc@lpl.com
Website: www.lpleblanc.com
CERTIFIED FINANCIAL PLANNER™, Practitioner
CA Insurance Lic. #0A18235
27248 Highway 189, Unit 6
PO Box 333
Blue Jay, CA 92317
(909) 337-
Website: www.lpleblanc.com
Not FDIC Insured
No Bank Guarantee
May Lose Value
Not A Deposit
Not Insured By Any Government Agency
In a Nutshell:
The approach is to serve as your guide, helping you align your deepest values, beliefs, and goals with your earning power and financial resources so that you can realize your dreams. Using proven investment strategies, a partnership with you creates a meaningful, achievable, purpose-driven financial plan.
The approach is to serve as your guide, helping you align your deepest values, beliefs, and goals with your earning power and financial resources so that you can realize your dreams. Using proven investment strategies, a partnership with you creates a meaningful, achievable, purpose-
Life Planning Philosophy:
We focus on the human side of financial planning. Our process is based on years of experience working with clients. By drawing on our skills, experience, and training, we can assist you in unearthing your deepest values, beliefs, and goals. We use your own inspiration to help you illuminate your dreams and then hold the torch for you on your journey. When the torch is bright, together we can navigate obstacles, create a plan, and accomplish things in a quick and efficient way.
We focus on the human side of financial planning. Our process is based on years of experience working with clients. By drawing on our skills, experience, and training, we can assist you in unearthing your deepest values, beliefs, and goals. We use your own inspiration to help you illuminate your dreams and then hold the torch for you on your journey. When the torch is bright, together we can navigate obstacles, create a plan, and accomplish things in a quick and efficient way.
Passive Investment Philosophy:
We believe in efficient markets, the miracle of compounding returns, and competition. Our investment process is based on exhaustive financial research and science. We see markets as an ally, not as an adversary. Rather than trying to take advantage of the ways markets are mistaken, we help our clients take advantage of the ways markets are. Or, stated differently, we trust in the power of competition. Companies compete with each other for investment capital, and millions of investors compete with each other to find the most attractive returns. This competition quickly drives prices to fair value, creating a situation where investors should only expect greater returns if they are willing to bear greater risk. After establishing a client’s risk profile, goals, and objectives, we create a diversified portfolio, often using low-cost, passive investments, which may grow exponentially over the long-term as returns are consistently reinvested.
We believe in efficient markets, the miracle of compounding returns, and competition. Our investment process is based on exhaustive financial research and science. We see markets as an ally, not as an adversary. Rather than trying to take advantage of the ways markets are mistaken, we help our clients take advantage of the ways markets are. Or, stated differently, we trust in the power of competition. Companies compete with each other for investment capital, and millions of investors compete with each other to find the most attractive returns. This competition quickly drives prices to fair value, creating a situation where investors should only expect greater returns if they are willing to bear greater risk. After establishing a client’s risk profile, goals, and objectives, we create a diversified portfolio, often using low-
