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• Current Resources & Announcements
  • Market Outlook 2012
  • A European Christmas Carol
  • Labor Market Continues Its Long Climb Back
  • The Best Year-End Strategy
    May be to Invest by the Book
• Market Outlook Article
  • Market Outlook 2011 (PDF)
  • 2011 Mid-Year Outlook
  • Market Outlook 2012 (PDF)
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    Your Financial
    Goals and Concerns
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Client Resources

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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, webinars, videos, products,  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 on this page with the text-links on the left of 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 our 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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Client Profile
Please download our Client Profile below and send it back with a copy of your most recent statement(s) to our toll-free, confidential digital fax at 1-800-785-1070. One of our financial consultants will contact you promptly.

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Documents Needed for Meeting
Please download our Documents Needed Checklist below before any initial phone or in-person meeting. These documents are needed to properly study, analyze, and prepare a personal plan for you. This material will be treated confidentially and returned when the planning process is completed, or earlier if requested.

	Click Here to Download The Documents Needed Checklist
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How to Sign Up for NC 529 Plan
Click HERE for instructions on how to sign up for a NC 529 plan.

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Securities, fee-based, and asset management services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* 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 1996-2011.

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: Alabama, Arkansas, California, Colorado, Florida, Iowa, Indiana, Massachusetts, North Carolina, New Jersey, New York, Ohio, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.