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Next workshop:
Raodmap to Retirement
June 19, 2013

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Advice for Life

Midyear Outlook 2019
Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
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Retirement Geeks - Gwen says, Let's Geek Out on your retirement and financial planning, investments and insurance.
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Junior Achievement of Eastern North Carolina

About LLG Financial Wealth Management & Planning

Financial planning, investments, insurance, and estate planning can be all about life and death, but it's much more fun to focus on life. At LLG Financial Wealth Management & Planning (LLG), 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. Read more from LLG President Jon Dewar ...



Click on the link below to see the answers to some of our frequently asked questions.

Topics include insurance, social security benefits, taxes, long term care, estate planning and many more!

Jon Dewar and Nikki Kourie Video Link


We Care

Jon Dewar Plays Hockey
with the Pros for Charity

April 2013 - Jon Dewar of LLG Financial had the exciting opportunity to play in the 2nd Annual Carolina Hurricanes Alumni Game benefitting the Kids 'N Community Foundation. The Kids ‘N Community Foundation strives to meet the health and educational needs of underserved populations in our community through programming and financial assistance to local, youth-oriented organizations.

Click here to read more and see pictures from the game.



Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients, by coincidence has a similar name as our financial planning group "LLG Financial", through which we do "Wealth Management & Planning."  Read More ...

Watch the video below to learn more about LPL Financial

LPL Financial Video link


Latest Financial News

Mid-Year Outlook 2013

July 2013 - The investment landscape for the first half of 2013 has proven to be a tough one to navigate. And, LPL Financial Research believes the second half of this year will be equally difficult to navigate. There is a lot of rocky terrain and potentially some surprises ahead that investors need to prepare for. To help you plan for what lies ahead, we bring you our Mid-Year Outlook 2013: Investors' Trail Map to the Markets to provide you with what you need to know before you go and check before you trek.

Read More ...

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