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MISSION STATEMENT

Our mission is to preserve and build your financial confidence and prosperity through an alliance of disciplined asset management and comprehensive financial planning.

VISION STATEMENT

My vision statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future.

Our vision is to build a long-term relationship together. As their trusted and knowledgeable financial advisor, we aim to accomplish this through education, training, integrity and outstanding client service.

We aspire to a higher degree of quality in client services and the paramount standard of professional ethics and integrity.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

DAN WILBURN HONORED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS

Valparaiso, IN -— February 10, 2022 — Dan Wilburn, an independent LPL Financial advisor at R. B. Smith Company in Valparaiso, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 4% of the firm’s more than 19,000 financial advisors nationwide*.

“I congratulate Dan on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Dan with robust resources, integrated capabilities and differentiated service experiences designed to help him run a thriving practice. We wish Dan and his entire team continued success as they create meaningful impact in the lives of their clients in the years ahead.” Wilburn is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

Dan Wilburn has been providing financial services to more than 250 clients in the Northwest Indiana area for over 26 years. Wilburn provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Wilburn is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

About R. B. Smith Co., Inc.

Dan Wilburn

President, R.B. Smith Co., Inc.

LPL Financial

554 Vale Park Rd.

Valparaiso, IN 46385

Phone: (219) 462-3630

Fax: (866) 476-1144

E-mail: dwilburn@rbsmithinc.com

Website: http://www.rbsmithinc.com

 

About LPL Financial:

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021

*Achievement is based on annual production among LPL Advisors only.

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.


DAN WILBURN 2020 COLLEGE CHOICE 529 ADVISOR "AWARD OF EXCELLENCE" RECIPIENT - In appreciation of the leadership demonstrated in helping families plan and save for higher education.