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Today's Date:
Wednesday, January 27, 2021
Home of the Retirement Geeks

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Retirement Geeks

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The Retirement Geeks of LPL Financial believe you should 

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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 ...
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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.

    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.
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