Welcome

I started doing this work about 17 years ago. When I began I was basically providing personal financial advice for families—helping them protect their incomes in case of death or disability, save for their retirement and the education of their children.  And while this work was satisfying and important, I noticed that my best entrepreneurial clients wanted and needed more.  The planning we were doing helped lay a critical foundation but it was incomplete.  My clients were not planning as fully for themselves as they had planned for their businesses.  They knew that there were still too many unanswered questions:

“How, when and to whom am I going to sell my business; can the business successfully create financial independence and leave a legacy for my family?”

“What if government regulation or disruptive innovation impacts my business; how financially prepared am I for the next Great Recession?”

 “How do I attract the best and brightest to help me realize my strategic vision; how do I align my employees and key talent with my strategic vision?”

“Am I doing everything I can to minimize the impact of taxes; do I need to provide better benefits?”
 

With these questions unanswered my clients were anxious about the future, prone to losing key talent, and, in some cases, unable to transition away from their businesses. I decided I wanted to learn more and invest in my own capabilities in order to address these and other critical challenges.  I went back to school, so to speak, and accrued a number of credentials, including the CFP® certification and AEP ® designation and achieved the title Estate and Business Planning Specialist. This allowed me to comprehensively address the issues of today’s entrepreneurs and C-suite executives.  As a result, I’m now doing focused work nationally, not only for my clients, but also for other advisors’ clients, ensuring that they have a solid financial foundation, and are empowered to confidently and deliberately plan for their businesses’ success.


My Mission

My mission is to be a resource by offering critical thinking to families and businesses to help with 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 that puts you in control of your financial future.  We provide a unique experience that will simplify your financial life by integrating strategies, giving objective advice and unbiased recommendations based on your 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 wecan 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 or 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®

Estate & Business Planning Specialist

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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