Broker Check by FINRA
LPL Financial Logo
LPL Financial Logo
Today's Date:
Thursday, May 23, 2024
Home of the Retirement Geeks


You're independent, and your advisors and agents should be too!

From asset management to retirement planning, financial risk assessment to estate planning and insurance services, Retirement Geeks nationwide are dedicated to providing you with independent advice to help secure your financial goals and dreams. From inception to execution, the Geeks are with you every step of the way. To provide the highest caliber of personalized service, –from our Administrative Assistants to our CFP® certificants, CPAs, Ph.Ds, MBAs and Estate Attorneys –is committed to five professional standards:

  1. A pledge to always offer independent, unbiased advice, presenting clients the pros and cons of all financial options;
  2. A commitment to exceptional life-long client relationships focused on your current goals and concerns;
  3. An intense desire to cultivate and share overwhelming knowledge in their field;
  4. A concentration on teamwork, whether internally or with our clients’ team of attorneys and tax professionals;
  5. A dedication to continuous improvement by identifying and implementing financial planning "best practices" to leverage our efforts on behalf of our clients.

Wealth Management & Planning

Wealth Management, Financial Services
Retirement Planning & Estate Planning
for Individuals, Families & Organziations
and Support Services for Representatives


Wealth Management & Planning (WM&P)

Wealth Management & Planning is a private wealth management company with a dedicated team of financial advisors aligned with LPL Financial (LPL), the nation's number one independent brokerage firm.* Through our affiliation with LPL, we are supported by solid investment research, technology and products that will provide you with innovative strategies and a comprehensive plan to achieve financial success.

Advanced Insurance Services

Insurance Services for
Individuals, Families, & Organizations
and Support Services for Agents

Advanced Insurance Services (AIS)

Insurance is complex. With highly qualified and experienced brokers, licensed in all 50 states, we are dedicated to protecting your assets through life insurance, long-term care, disability, health insurance and annuity solutions. With access to over 200 insurance companies, we ensure you have access to the options you need to achieve your goals at a cost you can afford.

Click Below to Learn More About Our Services

Questions? How can we help?


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
©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
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram