LPL Financial Logo
LPL Financial Logo
Today's Date:
Wednesday, January 27, 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
RetirementGeeks

2 days ago

RetirementGeeks
Timeline PhotosMany policy changes are expected from the 46th president as he battles the coronavirus pandemic. Here are the top 5️⃣ policy changes that could impact financial professionals and their clients. ow.ly/JLE750DfZYl ...

Photo

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

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 […]

How can we help?

    Enter your full name

    Enter a valid email

    How can we help you?

    Enter a brief message

    Legacymonthly

    Sign up to receive our free monthly newsletter which provides useful insight in the current markets, financial planning, investments, and life insurance.

    Select list(s) to subscribe to

    By submitting this form, you are consenting to receive marketing emails from: RetirementGeeks, 2840 Plaza Place, Raleigh, NC, 27612, http://RetirementGeeks.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
    Advice for Lifeprivacy policy

    Disclaimer

    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, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, 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 RetirementGeeks.com

    Contact

    RetirementGeeks.com
    2840 Plaza Place
    Suite 206
    Raleigh, NC 27612

    Local: 919-881-2850
    Toll Free eFax: 800-785-1070
    linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram