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Today's Date:
Friday, December 04, 2020
Home of the Retirement Geeks

Client Resources

We've helped thousands of individuals, families and businesses maximize their retirement planning.  In this Client Resources section we store resources such as educational articles, seminars, and links to important forms. Our hope and expectation is that over time this area of our website becomes the place for financial services education for the local community and nationwide.

If you have questions about anything with regard to retirement planning, financial planning, or estate planning you will find your answers with the text-links on this page.  If you don't see something on a subject in which you have an interest, please let us know and we'll help you find it or put up the information you need as soon as possible.  To maximize your situation we know you might need simple ideas about cash, debt, budgeting, real estate, or basic insurance.  You eventually will need help with more advanced subjects like taxes or estate planning or some of the latest financial strategies.  Whatever you need, you should be able to find it in our Client Resources, so let's work together to make sure every great financial resource is here for you and your friends, work associates, and families.

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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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