Live Your Legacy
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Message From The Chief RetirementGeek

Jon DewarFinancial planning, investments, insurance, and estate planning can be all about life and death, but it's much more fun to focus on life. At RetirementGeeks, we're committed to giving clients "Advice for Life."Our desire is for you to achieve not only your financial goals, but your life goals and life vision as well. We want to help you focus less on "surviving" and eventually "leaving" a legacy, and focus more on "thriving" and "living your legacy" today. We'll assist you to maximize your current financial situation, so you can achieve peace of mind to move forward rapidly toward achieving those life goals and dreams.

As you can tell from talking with our advisors and from our Mission, Vision, and Five Professional Standards, we passionately strive to be the most knowledgeable financial group in the country. We are well aware, however, that our clients don't care how much we know until they know how much we care. This is why each day we improve and share our knowledge and push ourselves to humbly and passionately care about our clients' lives, their work and their families.

As we continue to build our reputation for client service excellence and innovation, we know that the key to our success is our people. Our culture of caring starts by making sure that our team of advisors and staff are the best and the brightest people who share our values and commitment and know the added-value potential of giving clients independent "Advice for Life."

"Independence" isn't just a buzzword at RetirementGeeks; it's in our DNA. We make it easier for our advisors and staff to keep the "client-first" long-term relationship-focus by making sure our group operates as independently as possible from the investment companies and insurers, so that we work for our clients (not for an employer or for a financial transaction).

We all know that proper planning leads to a more enjoyable journey, since traveling without a map can result in being lost most of the time. To help develop your financial planning map, we provide experienced advisors, some of whom have up to 30 years experience navigating complex financial issues. Our advisors have earned important credentials and accolades during their careers, and all of the experience came together over six years ago in the formation of the RetirementGeeks team. We're here to help you simplify what can be, to some, an overwhelming process where errors can be costly, but proper discipline can reap sizable rewards over the long term.

We're confident that our "Advice for Life" approach can help you to live your legacy now. We look forward to helping you and earning your trust.

Jon Dewar

LPL Financial Advisor
Chief Retirement Geek


 

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