I am a seasoned Business & Estate Planning Specialist and Wealth Management Advisor, inspiring and helping my clients achieve their goals.

 

My journey with Northwestern Mutual began about 20 years ago. I started by providing families with personal planning advice such as how to protect their income in the event of a disability or death, how to effectively save for retirement, and how to fund their children’s educations. 

While I found this work gratifying and important, I began to see that my most successful, entrepreneurial clients required more to succeed.  The foundation was critical but incomplete, and numerous questions remained unanswered:

 

“How, when, and to whom will I eventually sell my business; will it remain successful and leave a legacy for my family?”

 

“Am I financially prepared for a recession, new government regulation, or other disruptions such as innovations?”

 

“How do I not only attract the best and brightest employees, but retain and reward them for aligning with my strategic vision?”

 

“Can I do more to minimize the impact of taxes on my business?”

 

Without these questions answered, my clients were anxious about the future, prone to losing key talent, and, in some cases, unable to transition away from their businesses. It was then that I decided to learn how to address these questions by furthering my education.  

CFP®, AEP®, CLU®, ChFC® and becoming an Estate and Business Planning Specialist - was added to the toolbelt and provides a solid foundation of knowledge to help resolve the most complex planning scenarios. Today, I am addressing the needs of entrepreneurs and C-suite executives around the country; ensuring they have a solid financial foundation and the confidence needed to succeed beyond expectations.

 


My Mission

My mission is to be a resource to you, your family and your business by offering critical thinking to help inspire you to solve some of today's most sophisticated challenges. Whether you’re planning for yourself, your family or your business, I’ll work with you and your other trusted advisors to develop a customized financial plan designed to put you in control of your financial future.  My team and I provide a unique experience that will simplify your financial life by integrating strategies, giving objective advice and unbiased recommendations based on your goals and priorities.

M. Kent Welborn


The Business Owner Advantage

It’s difficult to separate the financial needs and goals of your business with the goals you set for you and your family. My team and I will help you develop an integrated approach that addresses both, allowing you to create a competitive business advantage and live the life you envision. I will help you build and implement strategies designed to create, grow and protect your business’ value and success.

Business StartUp: Learn how we can help you identify goals, mitigate risk and attract the best talent.

Business Growth: As your business grows, see how we can help you expand your benefit programs and address the importance of retaining your key employees.

Business Maturity: Explore strategies to expand your efforts and to prepare for succession.

Business Transfer: When it’s time to transition your business, successfully move on and beyond with a business succession plan.

You may also find the following articles helpful:Business Markets Stratey map

8 Steps for Successful Entrepreneurs

Lifeline in a Perfect Storm: How One Small Business

Solutions for You & Your Business

Business Succession: 6 Steps to Achieve Your Vision

Read more: Article Library | Northwestern Mutual

 

For more information, check out our business solutions website: Business Owner

M. Kent Welborn, CFP®, ChFC®, AEP®, CLU®

Business & Estate Planning Specialist

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

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To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck