Professional

What’s your strategic vision for the future? Your hopes and dreams are unique. Your plan to achieve them should be, too. 

My team and I know the questions to ask because we understand the challenges today's successful entrepreneurs and families are up against.  With our industry knowledge, sophisticated tools and trusted relationships we will work with you to develop a comprehensive plan built on a time-tested, solid foundation to help you:

• Efficiently transition your business when you’re ready to leave

• Reward and retain key employees who add the most to your business

• Protect your business from the unexpected loss of an owner or key employee

• Offer cost-effective benefits to attract and retain the best and brightest employees

• Maximize your estate and create a lasting legacy

• Protect your income and assets

 

Associations and Memberships

  • Member, Central Arizona Estate Planning Council
  • Member, National Association of Insurance and Financial Advisors

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

Estate & Business Planning Specialist

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck