Aaron Britz, Rfc

Aaron Britz, Rfc Email and Phone Number

Registered Investment Adviser | Founder Legacy Retirement Advisors @
Aaron Britz, Rfc's Location
Mankato, Minnesota, United States, United States
Aaron Britz, Rfc's Contact Details

Aaron Britz, Rfc work email

Aaron Britz, Rfc personal email

About Aaron Britz, Rfc

★Helping Americans Retire with Confidence★ DO YOU HAVE ENOUGH MONEY TO LAST THROUGH RETIREMENT?✔ Concerned about having enough money in retirement?✔ Are you retired now and concerned that your retirement money won't last?✔ Are you committed to finding a retirement solution that works in any market environment?✔ Are you looking for a Fee-Only advisory firm-without hidden fees?I can help you achieve the life you’ve imagined for you and your family.I am the founder of Legacy Retirement Advisors, a virtual Registered Investment Advisory firm based in Minnesota that specializes in retirement and investment planning for individuals. Step 1: Test your current financial plan. Step 2: Receive report with recommendations.Step 3: Determine your need for services. Once you choose a plan my team creates a simple investment plan tailored to your needs, goals & resources. Our proven process uses a specialized planning and investment system that gains momentum in achieving your goals as we go. It’s all about setting expectations, teamwork, futuristic planning, and a confident execution that produces results. The goal: to enjoy retirement. Contact me directly ☎ 507-995-3414 ★What Makes My Firm Different★ I operate a Fee-Only advisory firm-without hidden fees. I work alongside each client to help them achieve their financial goals. I provide each and every client with an assessment (test) of what they are currently doing for your retirement now and then compared it to what they could do in the future. This allows me to truly see what the results are and if they align to what you want to accomplish in your retirement plan. In addition to the client assessment (test), my exclusive invitation-only free software allows you to aggregate all of your accounts into one database so that you can track in real-time how they are performing. It allows you to set thresholds in relation to your performance & will alert you when or if those thresholds are met.

Aaron Britz, Rfc's Current Company Details
Legacy Wealth Management, Inc.

Legacy Wealth Management, Inc.

Registered Investment Adviser | Founder Legacy Retirement Advisors
Aaron Britz, Rfc Work Experience Details
  • Legacy Wealth Management, Inc.
    Owner
    Legacy Wealth Management, Inc. Feb 2007 - Present
    Mankato Minnesota
    Legacy Wealth Management works specifically with people who are in transitions like death of a spouse, divorce and job loss. As a financial planning firm our charge in life is to add heart to the business of finances.
  • Legacy Retirement Advisors
    Founder & Registered Investment Advisor
    Legacy Retirement Advisors Feb 2007 - Present
    Mankato Minnesota
    We help you transition to retirement with confidence. We do this by performing a test on your current retirement plan to determine if you are on the right track. If you are you do nothing, if you are not ideas will be brought to you should you choose and set you in motion to retire with confidence.
  • Lpl Financial
    Registered Representative / Investment Adviser Representative
    Lpl Financial Oct 2009 - Apr 2012
    Mankato Minnesota
  • National Planning Corporation (Npc)
    Registered Representative
    National Planning Corporation (Npc) Oct 2006 - Sep 2009
    Mankato Minnesota
  • Brookstone Securities, Inc.
    Registered Representative
    Brookstone Securities, Inc. Oct 2006 - Sep 2009
    Mankato Minnestoa

Aaron Britz, Rfc Skills

Leadership Small Business Financial Advisory Strategic Financial Planning Estate Planning Iras Investments Retirement Investment Advisory Series 7 Retirement Planning Wealth Management Mutual Funds

Aaron Britz, Rfc Education Details

Frequently Asked Questions about Aaron Britz, Rfc

What company does Aaron Britz, Rfc work for?

Aaron Britz, Rfc works for Legacy Wealth Management, Inc.

What is Aaron Britz, Rfc's role at the current company?

Aaron Britz, Rfc's current role is Registered Investment Adviser | Founder Legacy Retirement Advisors.

What is Aaron Britz, Rfc's email address?

Aaron Britz, Rfc's email address is ab****@****hmn.com

What is Aaron Britz, Rfc's direct phone number?

Aaron Britz, Rfc's direct phone number is +150799*****

What schools did Aaron Britz, Rfc attend?

Aaron Britz, Rfc attended South Dakota State University.

What are some of Aaron Britz, Rfc's interests?

Aaron Britz, Rfc has interest in Leadership, Productivity, Technology, Health.

What skills is Aaron Britz, Rfc known for?

Aaron Britz, Rfc has skills like Leadership, Small Business, Financial Advisory, Strategic Financial Planning, Estate Planning, Iras, Investments, Retirement, Investment Advisory, Series 7, Retirement Planning, Wealth Management.

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