As your local connection to the largest* independent broker-dealer and registered investment advisory firm in the United States, we are a comprehensive one-stop shop to geek out all of your retirement needs in the following five areas: FIVE FUNDAMENTALS OF FINANCIAL FITNESS: (AFTER YOU'VE DETERMINED YOUR GOALS) 1. Cash Flow 2. Insurance 3. Tax Smart Investing 4. Real Estate and Debt 5. Estate Planning To do retirement planning properly and maintain your success, you either need to be a retirement geek or work with the RetirementGeeks™ who passionately follow all aspects of retirement planning.