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Today's Date:
Monday, September 26, 2022
Home of the Retirement Geeks

Welcome to the
Retirement Geeks

‘Geeking Out!’ on your retirement planning, investments and insurance!

The Retirement Geeks of LPL Financial believe you should 

Live Your Legacy 

Now!

Learn How

2 months ago

RetirementGeeks
Your guide to 2022 - @LPLResearch #LPLMidyear Outlook 2022: Navigating Turbulence - www.retirementgeeks.com/lpl-financial-research-midyear-outlook-2022-navigating-turbulence/ ... See MoreSee Less
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Recent News & Articles

July 13, 2022
LPL Financial Research Midyear Outlook 2022: Navigating Turbulence

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. We may […]

March 22, 2021
Volunteer Your Time To Support Junior Achievement!

Junior Achievement (JA) helps kids succeed in the world beyond school, and a matching donor will match your donation up to $10,000 right now, so donate here: JA has added some opportunities for you to consider…….. contact us about these below, and ask about our Career Fair efforts, JA-in-a-Day teaching/assisting opportunities, scholarship and Job-Shadow opportunities. […]

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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, 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
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