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About Us

LLG Financial AdvisorsYou're independent, and your advisors and agents should be too. From asset management to retirement planning, financial risk assessment to estate planning and insurance services, Retirement Geeks nationwide are dedicated to providing you with independent advice to help secure your financial goals and dreams. From inception to execution, the Geeks are with you every step of the way.

To provide the highest caliber of personalized service, –from our Administrative Assistants to our CFP® certificants, CPAs, Ph.Ds, MBAs and Estate Attorneys –is committed to five professional standards:

  1. A pledge to always offer independent, unbiased advice, presenting clients the pros and cons of all financial options;
  2. A commitment to exceptional life-long client relationships focused on your current goals and concerns;
  3. An intense desire to cultivate and share overwhelming knowledge in their field;
  4. A concentration on teamwork, whether internally or with our clients’ team of attorneys and tax professionals;
  5. A dedication to continuous improvement by identifying and implementing financial planning "best practices" to leverage our efforts on behalf of our clients.

Our Philosophy

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.

What's in a Name?

RetirementGeeks have two primary areas of focus:

Wealth Management & Planning Advanced Insurance Services


Retirement Plans

Variable Annuities

Real Estate Analysis

Income Tax Consulting

Fee-Based Financial Planning

Trust Consulting and Services

Wealth Building and Preservation

Life Insurance

Estate Planning

Fixed Annuities

Long-Term Care

Disability Insurance

Educational Seminars

Medical/Health Insurance

Agent Services and support

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2840 Plaza Place Suite 206, Raleigh, NC 27612

Toll-Free 888-854-7526 • Local 919-881-2850 • Fax 800-785-1070