Financial Planning for Your Business and Family

What's your vision for the future? Your hopes and dreams are unique, and your plan to achieve them should be, too. My team and I will work with you to develop a comprehensive, integrated financial plan to help you:

  • Protect your income and assets.
  • Design investment strategies to help you fund education and retirement expenses.
  • Manage your tax liability.
  • Offer cost-effective benefits to attract and retain the best and brightest employees.
  • Protect your business from the unexpected loss of an owner or key employee.
  • Efficiently transition your business when you're ready to leave.
  • Maximize your estate and create a lasting legacy.

My Mission

My mission is to help you create a lifetime of financial security. Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Estate & Business Planning Specialist, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Comprehensive Integrated Planning

We assemble a collaborative team of advisors to address the many aspects of your financial situation, including:

  • Executive Benefits
  • Investment Management
  • Risk Ranagement
  • Bank-Owned Life Insurance (BOLI)
  • Company-Owned Life Insurance (COLI)
  • Business Buccession
  • Wealth Transfer
  • Charitable Giving 

The Business Owner Advantage

Separating the financial needs and goals of your business from the goals you set for you and your family is difficult. Our team will help you develop an integrated approach that addresses both, allowing you to create a competitive business advantage and live the life you envision. Let us help you build and implement strategies to create, grow and protect your business' value and success.

  • Business Growth: As your business grows, 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 and videos helpful:

Read more: Article Library | Northwestern Mutual

To learn more about our team, click on My Team. Each of us have a unique background and set of skills – all of us share the same commitment to serving your needs.

Leslie D. Wood

Wealth Management Advisor

  • Office 205-903-3003
  • Office 205-271-7057

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