• 507-995-3414
  • ajb@lradvisor.com

Services

we are good at what we do

We are here to assist

As your thinking partner, we keep your best interest in mind. We don’t just analyze your finances – we evaluate each step to maintain purpose in your planning. 

Baby Boomer's Guide To IRA Planning

  • Can I still contribute
  • What type of IRA is right for me?
  • When do I need to take withdrawals & how much?
  • How are IRA withdrawals taxed?
  • What happens when I die?
  • How do the new tax laws affect me?
  • How can I minimize taxes?
Contact Us

Income Stability

Turning your hard earned nest egg into a reliable income source requires income-producing investments and strategies to maximize your money.

Tax Optimization

Don't just pay your taxes during retirement, plan for them. Take advantage of diversification strategies to reduce your overall tax burden.

Invest Wisely

The dollar you spend today won't be the same dollar you spend 20 years from now. Consider the impact of inflation .

Integrated Estate Planning

Protecting your your financial future and family requires coordination between a number of professionals. We are the centerpiece to the conversation to be sure your wishes are accomplished.

6 IRA Rollover Options

Which type of rollover option is right for you? Most people choose a IRA or Roth IRA, however they are not the only options and not always the best move. Believe it or not you have six different options you will want to know about.

New Retirement Rules

The Secure Act is the biggest retirement-related legislation in over a decade. There are three main changes that will impact you. If you don't plan ahead you will miss out on savings opportunities and pay more tax.

we have no limits

Why Choose Us

We help you transition to retirement with confidence. We do this by creating a customized plan tailored to your needs, goals and resources.

01

Independent

It’s simple. Our business is built on fiduciary principles. Doing best for you.

02

Transparency

No hidden agendas or fees. Our transparent services are easy to understand exactly how we are paid.

03

RFC® Professional

Only a small number of financial professionals hold the REGISTERED FINANCIAL CONSULTANT designation. .

We Will Help You Every Step Of The Way

Contact Us