At LLG WM&P, we work with your CPA, or you can use ours, to look for ways to maximize your financial growth by minimizing your tax burden. Our professionals keep a watchful eye on Congress, the Internal Revenue Service, and the courts to identify any recent developments which might affect your business or individual tax liability. Our skills and years of experience in strategic tax planning are also enhanced by the latest technologies and research tools available. In a tax climate that is constantly changing, we can serve all of your tax needs, from developing and implementing all of your tax planning strategies to tax return preparation and representation in controversies with taxing authorities. Paying taxes may be a certainty in life, but with thorough planning throughout the year, we can help you make sure that you are paying the absolute, least amount possible.
At LLG WM&P, we understand the unique requirements of affluent investors who prefer a more personalized approach to wealth management. To accommodate the needs of our clients, we use a five-step asset management process based on prudent investment strategies.
Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial.
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