Re-Branding Announcement

Smart organizations constantly think about how they reach and connect with their stakeholders, be they clients, vendors, staff, or partners. Occasionally, an aggressive re-evaluation leads the organization to re-brand itself in order to reflect more closely its growth, changes in values or focus, or to align external and internal perceptions of its brand.

If you have visited our site in recent days, you may have noticed our new logo. Today, we’re pleased to informally announce to our clients and friends our new name, LLG Financial. Over the coming days and weeks, you will notice more changes to our website and business collateral that will reflect and reinforce our new name. A formal public announcement will be made soon thereafter.

LLG Financial represents our renewed focus on providing wealth management and financial planning services with a desire to work with clients in all aspects of their financial lives, not just one or two.

All of our LPL Financial Advisors have full financial planning licenses where we work as fiduciary for clients in the areas of investment nagement, insurance, cash/debt management, real estate, taxes, and estate planning.  LLG Financial will continue to be an “independent” firm where our advisors only work for clients (not the investment or insurance companies) and we continue to have full access to all the top investment firms and A-rated insurance firms (offering life, long-term-care and disability insurance along with annuities).  

If you have a financial planning, retirement planning, or estate planning need LLG Financial and our partners/advisors will listen carefully to your goals and concerns to find the best fit solutions in the market place for you.

While we’re excited about our name change, we are more excited about the constant core value that makes each of us at LLG Financial excited about coming to work each day: the opportunity to help our clients navigate the complex financial terrain and help them live their legacies today!

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.