Printer FriendlyAbout Us
You're independent, and your advisors and agents should be too. From asset management to retirement planning, financial risk assessment to estate planning and insurance services, LLG professionals nationwide are dedicated to providing you with independent advice to help secure your financial goals and dreams. From inception to execution, LLG is with you every step of the way.
To provide the highest caliber of personalized service, –from our Administrative Assistants to our CFP® certificants, CPAs, Ph.Ds, MBAs and Estate Attorneys –is committed to five professional standards:
1. A pledge to always offer independent, unbiased advice, presenting clients the pros and cons of all financial options;
2. A commitment to exceptional life-long client relationships focused on your current goals and concerns;
3. An intense desire to cultivate and share overwhelming knowledge in their field;
4. A concentration on teamwork, whether internally with LLG or with our clients’ team of attorneys and tax professionals;
5. A dedication to continuous improvement by identifying and implementing financial planning "best practices" to leverage our efforts on behalf of our clients.
Our Philosophy
We believe that in order to maximize your legacy, you need to live your legacy now. LLG's mission is helping you do just that. By maximizing your financial situation, you are freed up to pursue your dreams, whatever they may be. Now, that's independence.
What's in a Name?
The Legacy Life Group has two primary areas of focus:
LLG Wealth Management & Planning and LLG Advanced Insurance Services.
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Investments Retirement Plans Variable Annuities Real Estate Analysis Income Tax Consulting Fee-Based Financial Planning Trust Consulting and Services† Wealth Building and Preservation |
Life Insurance Estate Planning Fixed Annuities Long-Term Care Disability Insurance Educational Seminars Medical/Health Insurance Agent Services and support |
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Jon Dewar, President, Founder Jon is one of the two founding partners for the Legacy Life Group. Jon provides customized financial planning and educational presentations to help clients maximize their retirement. Read More...
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Al Howell, CLU, LPL Financial Consultant |
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Arron Brisard, LPL Financial Advisor |
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Tai Lopez, Co-Founder, CFP®, ChFC, CLU Tai is a CERTIFIED FINANCIAL PLANNER™ Practitioner and co-founder of The Legacy Life Group, which was formed when he and co-founder Jon Dewar merged their businesses in 2003. Read More... |
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David Grubbs , Tax Consultant CPA, CFP®, CLU, PFS Dave is a CERTIFIED FINANCIAL PLANNER™ Practitioner and tax consultant for The Legacy Life Group. His in-depth knowledge helps all of LLG’s clients. Read More... |
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Carol DeLucia, Long Term Care Specialist |
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Rick Field, Database, Research and Analytics Manager |
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Scott Sumner, LPL Registered Financial Services Representative Knowledgeable in the wealth management industry, Scott is a hard-working dedicated professional, who understands the importance of knowing clients as individuals and understanding their personal financial goals and expectations. Read More... |
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Brian Marshburn |
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René Rodriguez, Chief Marketing and Communications Officer Rene’s background in branding, design, marketing, and client outreach made him an ideal fit for LLG, which he initially helped as a consultant until formally coming on board. Read More... |
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Nikki Kourie, Executive Assistant to President and CEO |
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Natalie Jreisat, Office Manager |
