Contact:
Aaron and Rachel Britz
204 Stonehenge Drive
Mankato, Minnesota 56001
Phone: 507-995-3414
abritz@legacywealthmn.com
Legacy Wealth Management is a financial services firm. Our responsibility is solely to you, our client. Our recommendations are designed specifically for your situation..
Life Event Financial Planning
The planning process due to a life event or a transition is a very dynamic process. As you move through various challenges and stages in your lives, your goals, priorities and needs will also change. When you encounter unexpected events such as a death of a spouse, dealing with divorce, job loss, and an inheritance this will trigger an acute need for financial planning.
A strong foundation is essential when it comes to your financial plan. Just like a building where you start with the foundation and then move upwards, a financial plan is essential to providing a solid base. A typical plan consists of five essential building blocks; insurance planning, investment planning, retirement planning, tax planning and estate planning.
Portfolio Management
Our Portfolio Management service is a customized investment strategy that supports the goals we identify in your individual financial plan. We provide you with transparent reporting (no hidden fees) and will train you in understanding your investment report so that you may be empowered by the knowledge it brings.
Financial Consulting
Consulting Services are designed for individuals who need expert financial advice. Our Financial Consulting assistance is geared towards helping those in transition; widows, divorce, inherited money, or loss of job. For more information regarding this type of arrangement please contact us regarding your particular situation.
Legal and Tax Services
Tax and Legal representation is available on a case by case basis. The Tax and Legal professionals that we refer to have been prequalified and are recommended because their business philosophy and standards mesh with those held at Legacy Wealth Management.