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Today's Date:
Tuesday, June 18, 2024
Home of the Retirement Geeks

About Us

Our Philosophy

We believe that in order to maximize your legacy, you need to live your legacy now. Our mission is helping you do just that. By maximizing your financial situation, you are freed up to pursue your dreams, whatever they may be. Now, that's independence.

What's in a Name

Retirement Geeks has two primary areas of focus:

Wealth Management & PlanningAdvanced Insurance Services


Retirement Plans

Variable Annuities

Real Estate Analysis

Income Tax Consulting

Fee-Based Financial Planning

Trust Consulting and Services

Wealth Building and Preservation

Life Insurance

Estate Planning

Fixed Annuities

Long-Term Care

Disability Insurance

Educational Seminars

Medical/Health Insurance

Agent Services and support

Retirement Geeks Mission

To achieve client life goals by providing financial consulting services that continually exceed expectations.

Retirement Geeks Vision

To provide the best in financial consulting, allowing clients to maximize their happiness and live their legacy now.


Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
©2007-2021 Legacy Life Group, Inc. dba

2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
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