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Today's Date:
Sunday, January 17, 2021
Home of the Retirement Geeks

Welcome to the
Retirement Geeks

Let’s ‘Geek Out!’ on your retirement planning, investments and life insurance!

The Retirement Geeks of LPL Financial believe you should 

Live Your Legacy 

Now!

Learn How

Recent News & Articles

January 6, 2021
Outlook 2021: Powering Forward

LPL Financial Research Outlook 2021: Powering Forward LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further limit the impact of COVID-19, and the goal remains keeping the economy […]

June 27, 2020
We Care

Charitable Giving as Part of Your Financial Planning Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable […]

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    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.

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