We believe that in order to maximize your legacy, you need to live your legacy now. Our mission is helping you do just that. By maximizing your financial situation, you are freed up to pursue your dreams, whatever they may be. Now, that's independence.
Retirement Geeks has two primary areas of focus:
|Wealth Management & Planning||Advanced Insurance Services|
Real Estate Analysis
Income Tax Consulting
Fee-Based Financial Planning
Trust Consulting and Services†
Wealth Building and Preservation
Agent Services and support
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