Complimentary 401k/IRA Analysis

At LLG Financial, we work hard to leverage our clients' investment opportunities, while ensuring that they are appropriately allocated considering their risk tolerance, goals and concerns. Contact us today to schedule your complimentary 401k/IRA Analysis.

We are happy to assist you to match your investment allocations to your risk tolerance based on recent market trends.  We do so by carefully listening to your goals and concerns and investment history and matching your needs to allocations recommended by world-class managers and our team of Chartered Financial Analysts (CFA's).  Even if your portfolio was accurately positioned at one point, the recent market changes might have your allocations in extreme disarray now if you have only made limited adjustments.  Our consultants will counsel you on a prudent current investment allocation set up for your future, making sure you understand your investment details and your prospectus.   Issues to understand include active management versus passive lower cost options, types of mutual fund share classes, separately managed accounts of stocks and bonds, target-date funds allocation strategies, past performance versus benchmarks and other managers, and much more.

For a free second opinion of your IRA / 401k plan please send a copy of your most recent statement(s) along with instructions on how to reach you to our toll-free, confidential digital fax at 1-800-785-1070. One of our financial consultants will contact you promptly. 

Complete the following form, or call us toll-free at 888-854-7526 if you would like to speak with someone or get more information.

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.