Contact:
Aaron and Rachel Britz
204 Stonehenge Drive
Mankato, Minnesota 56001
Phone: 507-995-3414
abritz@legacywealthmn.com
Our approach is based on the history of the Kaiser Crown. Originating in Germany around the turn of the 19th century, it had been decreed that the permanent existence of a German Crown—named the Kaiser Crown-be imparted into the German legacy. This bejeweled piece of headgear, passing from generation to generation, intact and intangible, has been asserted and to this day serves as a reminder of a precious crowned heritage.
At Legacy Wealth Management it is our belief that we all carry an imperial heritage that should be passed down. We’ve developed a proprietary process called The Kaiser Approach, which reflects the steps we take with all of our clients from first meeting to ongoing relationship. This process emanates our belief in four key principles: education, simplification, support and empowerment.
The Kaiser Approach
We have designed this Credo specifically for people who are in transition. This unique process implements the following principles, our determined mission to you.
- Education
Our initial relationship will begin with discussing what is important to you financially as well your overall goals and desires. We will then determine together whether we are the right firm for you and your situation. If so, we will move forward with education— how to best handle your money, what will help you reach your goals, how is your money supporting what is important to you, etc. - Simplification
Each of our clients will have a working plan to keep them on track. We break this down into a disciplined approach that touches on various financial aspects. Then we identify actions that will be in your best interest. This ranges from reviewing your values and goals, monitoring quarterly progress, tax and estate planning, as well as beneficiary reviews. - Support
The plan will be our support structure and give you detailed actions. This will be laid out in a monthly format for your review. We also will keep you informed of various planning tasks that are identified in your plan. - Empowerment
Knowledge is power. Our whole approach rests on the belief that a solid plan—developed together—empowers you and helps you reach your financial goals. Understanding the full scope that money plays in your legacy will provide a strong guide.