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Today's Date:
Friday, September 17, 2021
Home of the Retirement Geeks


Client Profile

Please download our Client Profile below and send it back with a copy of your most recent statement(s) to our toll-free, confidential digital fax at 1-800-785-1070. One of our financial consultants will contact you promptly.

Documents Needed for Meeting

Please download our Documents Needed Checklist below before any initial phone or in-person meeting. These documents are needed to properly study, analyze, and prepare a personal plan for you. This material will be treated confidentially and returned when the planning process is completed, or earlier if requested.

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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.
    Check the background of investment professionals associated with this site on FINRA's BrokerCheck
    ©2007-2021 Legacy Life Group, Inc. dba

    2840 Plaza Place
    Suite 206
    Raleigh, NC 27612

    Local: 919-881-2850
    Toll Free eFax: 800-785-1070
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