• 507-995-3414
  • ajb@lradvisor.com

About Us

Purpose Driven

LEGACY
Is A Family

Legacy Retirement Advisors is an expert in IRA planning for baby boomers. We provide professional services and personal care to cultivate a meaningful relationship with our clients. At LEGACY you are family. 

01

Professional

We recommend the same strategies we use in our own planning.

02

Focused

We are focused on your retirement dreams and how to help you achieve them.

03

Serious

You only get one retirement. We believe the utmost care and attention is needed. 

Meet Aaron Britz

Welcome! I’m a native Minnesotan and I have worked for large investment firms for part of my career. My time was spent making money for the company first and then for the clients second. I wanted to change that.

In 2005, I opened Legacy Wealth Management, Inc. now referred to as Legacy Retirement Advisors. We  are RFC® professionals and come along side of individuals with a collaborative approach to them live live out their retirement years. Sounds cheesy I know, but it’s true.

We help individuals over the age of 50 minimize taxes, invest wisely and enjoy the retirement they desire.

When I am not developing IRA planning strategies, you can find me spending time with my wife (who has great cookie website) and our three kids and our Weimaraner traveling to Colorado enjoying the mountains.

Schedule A Call

“Most people have the will to retire. Few people have the will to prepare to retire.”

Aaron J. Britz

Your free retirement test

Get Started with your free retirement test

WHY:  Evaluate your current retirement situation to better understand the probability of your success.

WHAT: Start with our FREE retirement test. This complimentary tool will help you understand how to improve your retirement success by minimizing your tax bill, optimizing your income and invest smarter.

WHO: Baby boomers who have accumulated retirement assets of $250,000 or more within their 401(k) and retirement specific investment accounts.

GET STARTED TODAY

Let's Chat

The purpose of this 15-minute conversation is all about you. You can have the opportunity to ask your pressing questions. At the same time it will allow us to determine if we are the best fit for you.

First Visit

Before we can provide guidance we must understand you. Like a doctor, it is important we diagnose how we can help you. Then prescribe the recommendations.

During this one-hour visit (in-person or Zoom), we will explore questions such as: How to make your money last a lifetime; What you need to need for retirement; How to reduce your taxes and optimize your income in retirement.

Our Analysis & Review

We apply our 20+ years of expertise in IRA planning to test your retirement planning and answer 3 critical questions for you:
1. Are you on track to meet your retirement goals we uncovered in our first visit.
2. What opportunities should be explored to reduce taxes and optimize income in retirement.
3. What can be done to ensure you don't run out of money.

Second Visit

With your Free Retirement Test complete, we will get back together (in-person or Zoom) to share our findings and recommendations with you.

Get Started

If we are the right fit, decide to move forward.

We Will Help You Every Step Of The Way

Test your retirement plan for FREE today

Contact Us

what do you need?

we work hard
To provide the best

Robust Planning

Protect Your IRA

Tax Efficiency

important things you should know

Questions And Answers

We are hyper-focused on the education and new rules that are applied to IRA planning strategies. We are here to answer questions, understand critical planning strategies and help you steer clear of the all-too-common mistakes.

Yes. We can help you facilitate a rollover so you do not incur taxes etc… But also there are 6 different account options you have to choose from. Pick the right one is critical for your plan.

Our process is made to be transparent and simple. We take out the complexity so you can focus on only what you need to know. Check out the 5 Steps in our Personal Service area.

Yes, we will provide you with an overview of factors that need to be considered in your conversion decision.

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted over a decade. Many Baby Boomers are left wondering, “What does this mean for me?” Reach out to us and we we will provide you with the 5 things you need to know. 

Yes. Our clients can contact us through a number of ways. Email, phone, text or regular mail. 

Yes. In fact there are 5 differences you need to know about to ensure you are savings in the right account. From charitable contributions to penalty-free distributions there are planning opportunities you can do with an IRA that you can’t with a 401(k).