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Today's Date:
Thursday, May 23, 2024
Home of the Retirement Geeks

WM&P Services

Real Estate Analysis

  1. If you are considering investing in single-property real estate versus REIT stocks, other types of stock, bonds, CDs or any other investment, we can go over the pros and cons with you.

  2. If you need information about real estate tax issues such as 1031 Exchanges or tax write-offs or tax strategies, we can connect you to our in-office CPA or other CPAs in your local area.

  3. If you provide us your mortgage details on your house or business property, we can study that information to give you an opinion regarding whether you might be able to save money on a re-finance that matches your short and long-term goals and concerns. We will refer you to mortgage-brokers in your local area to go over the pros and cons with you as well.

  4. If you are looking to sell or buy a property, we can talk to you about the pros and cons of mortgage types and refer you to some local real estate broker/agents to help you find a home or property that fits your needs.
Disclosure: We never recommend that you refinance your house to draw out money to invest. Our real estate advice is our opinion only for you to consider with your opinion and the opinion of your other professional advisors; you need to discuss your situation with your accountant, attorney, and real estate broker since we do not provide tax or legal advice, and we are not experts in your local real estate market. We do not earn any revenue when we refer you to other professionals who are not part of the LLG team, but those professionals may refer clients to us. We do not recommend any specific real estate investments that are not traded through LPL, we simply bring up issues to consider as you discuss real estate with your other professional advisors. You may lose money in any investment including real estate.

Income Tax Consulting

At LLG WM&P, we work with your CPA, or you can use ours, to look for ways to maximize your financial growth by minimizing your tax burden. Our professionals keep a watchful eye on Congress, the Internal Revenue Service, and the courts to identify any recent developments which might affect your business or individual tax liability. Our skills and years of experience in strategic tax planning are also enhanced by the latest technologies and research tools available. In a tax climate that is constantly changing, we can serve all of your tax needs, from developing and implementing all of your tax planning strategies to tax return preparation and representation in controversies with taxing authorities. Paying taxes may be a certainty in life, but with thorough planning throughout the year, we can help you make sure that you are paying the absolute, least amount possible.

Fee-Based Financial Planning

Please call our office at 919-881-2850 for more information about fee based financial planning.

Trust Consulting and Services

At LLG WM&P, we understand the unique requirements of affluent investors who prefer a more personalized approach to wealth management. To accommodate the needs of our clients, we use a five-step asset management process based on prudent investment strategies.

  1. Through personal consultations, we develop a comprehensive client profile to get a clear idea of a client’s investment goals, time horizon and investment style.

  2. Using the client profile, we establish an asset allocation policy for the client that will maximize investment returns relative to risk tolerance.

  3. We create a well-diversified portfolio for our clients with access to nationally prominent money managers.

  4. In order to ensure that client needs are met, we monitor every portfolio to ensure that it remains consistent with the asset allocation policy.

  5. Regular communication with the client is important to us, so we give our clients comprehensive performance reports and detailed statements, including total asset value and a record of all transactions.

Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial.

Wealth Building and Preservation

Becoming wealthy takes hard work and sacrifice. If you’re thinking you’ll get lucky and get rich quick, the odds are very much against you. Even most lotto winners are worse off after 5 years than they were before they won. At LLG WM&P, we analyze your situation to help you leverage your assets, skills, and risk tolerance to develop a plan that helps you to achieve your financial goals.


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
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