Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning. RetirementGeeks.com is the marketing name of The Legacy Life Group, Inc, which stems from the "Advice for Life" we provide, and LPL Financial's history over 40 years stems from the merged name of Linsco and Private Ledger (out of Boston and San Diego). At RetirementGeeks.com and LPL Financial, your goals always come first.
At LPL Financial, your goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms. An environment where you receive truly independent advice that’s always focused on your goals. Ultimately, the success of your investment strategy depends on four key elements: LPL Financial’s heritage of independence. Our unbiased research and solutions. Objective guidance and advice. And the expert support and training we offer your advisor.