Broker Check by FINRA
LPL Financial Logo
LPL Financial Logo
Today's Date:
Monday, July 15, 2024
Home of the Retirement Geeks

Complimentary Analysis

Complimentary Financial Plan Analysis

Obtaining a second opinion on your finances is critical from time to time, especially if it comes from experienced LPL Financial affiliated Investment Advisor Representatives (IAR's) who are sensitive to current market conditions, your concerns, and goals.

At LPL Financial, we realize that our clients care how much we know about achieving their goals, but more importantly they want to know how much we care. You will feel this as we help you with your financial planning since we will always ask you about your entire financial situation, not just one piece of your finances like you would likely be asked by a bank or insurance or investment company.

Before we make any recommendations we will understand all the areas below so we can help you navigate the complex financial issues in your life and maximize your situation. This holistic approach to financial planning is critical to our mutual success. We look at your total financial situation, coordinating all of your assets and insurance, reflecting your personal goals considering your risk tolerance and time horizons. This includes coordinating with your attorney and other advisors you have.

Whatever financial level you are on we are dedicated to protecting what you have and helping you move to the next level. For no charge we will give you some powerful ideas in the following areas, and if necessary we can put together a full financial plan for you (which might have an additional cost depending on your situation).

Our innovative ideas are usually well worth your time even if we don't develop a full financial plan, or manage your investments or handle your insurance.  To meet your goals and address your concerns for our free analysis, the general areas we will go over through your Client Profile or from our discussion are:

  • Cash/Cash Flow/Debt Management.

  • Insurance Policies:  with a focus on life, long-term care, disability, and portfolio insurance.  For health, home and car ( property/casualty) we refer you to other specialists.

  • Investments (taxable and retirement 401k's and IRA's).

  • Real Estate (we refer you to mortgages specialists and can give you ideas with regards to refinancing or buying/selling your home or investment property).

  • Taxes (working with CPA's to make sure you are taking advantage of all legal tax strategies).

  • Estate Planning (working with Attorneys and software to make sure you are up to date with regard to Wills, Trusts, Living Wills, Beneficiaries and Powers of Attorney.

Contact us today to schedule your complimentary Financial Plan Analysis.

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.


Click Here to Download Our Client Profile

Requires Adobe's Free Acrobat Reader.

Complimentary 401k/IRA Analysis

At LPL Financial, we work hard to leverage our clients' investment opportunities, while ensuring that they are appropriately allocated considering their risk tolerance, goals and concerns. Contact us today to schedule your complimentary 401k/IRA Analysis.

We are happy to assist you to match your investment allocations to your risk tolerance based on recent market trends.  We do so by carefully listening to your goals and concerns and investment history and matching your needs to allocations recommended by world-class managers and our team of Chartered Financial Analysts (CFA's).  Even if your portfolio was accurately positioned at one point, the recent market changes might have your allocations in extreme disarray now if you have only made limited adjustments.  Our consultants will counsel you on a prudent current investment allocation set up for your future, making sure you understand your investment details and your prospectus.   Issues to understand include active management versus passive lower cost options, types of mutual fund share classes, separately managed accounts of stocks and bonds, target-date funds allocation strategies, past performance versus benchmarks and other managers, and much more.

For a free second opinion of your IRA / 401k plan please send a copy of your most recent statement(s) along with instructions on how to reach you to our toll-free, confidential digital fax at 1-800-785-1070. One of our financial consultants will contact you promptly. 


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