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Shawn L

Series 63, Series 65

Laguna Hills, CA

Tlg Advisors, Inc.

Shawn Lefebvre is an investment advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc, Lincoln Investment, Capital Analysts Inc, Pacific Southwest Financial, and Provident Mutual Life. Outside of his advisory role, he is involved in life insurance sales through his own business, Lefebvre Financial Services, and Pacific Southwest Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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