Legacy Wealth Management 

Call us: (701) 365-8083

Your 401(k) and other retirement accounts are important to you NOW and IN THE FUTURE when you retire. 

Proper care and supervision of these accounts may make the difference of hundreds of thousands of dollars over your lifetime.

If you have a 401(k), IRA, or other retirement account -  you NEED to check out this guide.  If you don't know about these important steps you should be taking with your retirement accounts, it could mean the difference of significant amounts of money when you retire. 

"...For many people, rolling over those accounts to an IRA is an excellent way to gain more control over your accounts and seek higher quality investments that were typically available in the company retirement plans."

You have worked hard,  putting as much as possible into that retirement account at work.  The question is, are you doing the right things to help ensure you will have enough money to retire?   

Its a FACT that people are living longer today than they did 50 years ago.  Are you relying on advice and suggestions that won't help ensure that your money will outlive you? 

Our job at Legacy Wealth Management consists of 2 things.  First - we want to help your account grow larger.  Second -  We want you to sleep at night knowing you have a team of professionals working for you, and watching out for Problems in your retirement account. 

That's why we made this FREE guide for you.  Make sure you know all of these essential tips and tricks for your 401(k) or IRA account -  Don't miss out,  simply sign up and we will send you our guide, its really that easy.

Sign up HERE for your FREE guide to 401(k)s

Fill out the form below, and we will send your our guide to 401(k)s 

We respect your email privacy

This guide is offered at no cost whatsoever.​

For people who may not be separating from their company, the roll over could still be a valid option!  And there is NO IMPACT to ongoing retirement or current 401(k) contributions. 

For further information on how to MAXIMIZE your 401(k) or other retirement plans, please call our office at (701) 365-8083 to speak with one of our licensed advisors.  Remember -  there is no charge to contact us for help

About Legacy Wealth Management

Legacy Wealth Management is experienced at assisting people with retirement accounts, roll overs and with helping you with your investments going forward. We are LOCAL and involved in our community. We also are the experts selected to do an hour long radio show called Investment Talk every Sunday on KFGO radio and KFYR radio. We also appear every day to provide stock market reports on the radio and now on Fox local television.

For more information Call us at: (701) 365-8083


The Key Benefits of Working with Us

We are LOCAL and involved in our community

Experienced at assisting people with roll overs

We take the time to get to know you

Call Us at: (701) 365-8083