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Legacy Wealth Management

204 Stonehenge Drive
Mankato, MN 56001
Financial Advisors
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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 or loved one, an inheritance 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, retirement planning, tax planning and estate planning.

204 Stonehenge Drive
Mankato, MN 56001
507.995.3414
pazur004@umn.edu
www.legacywealthmn.com
Get Directions

204 Stonehenge Drive
Mankato, MN 56001
******5.3414!
**********@umn.edu !
www.legacywealthmn.com
Get Directions

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