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Today's Date:
Thursday, June 17, 2021
Home of the Retirement Geeks

Wealth Vision

Wealth Vision
WealthVision℠ is designed to give you a single acccess point to securely view all of your financial accounts, insurance coverage, and specific goals.  All of your information is password protected in a secure, encrypted personal web address, easily accessible only to you and your financial team. Keep up to date with powerful analysis tools that track changes in your assets and changes in your life. Please contact an advisor using the form below if you would like more information on how WealthVision can help you keep track of your financial picture.

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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, 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
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