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Today's Date:
Friday, March 01, 2024
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

Recent News & Articles

January 22, 2023
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. […]

December 22, 2022
Outlook 2023: Finding Balance

LPL Financial Research Outlook 2023: Finding Balance Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re […]

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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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