Courtesy of Northwestern Mutual

You may not have started your business thinking about how you want it to end—but giving that topic some thought now can help you leave a legacy that puts your money where it matters. Maybe you want to pass down wealth to your kids and grandkids or ensure your favorite nonprofit has funds for years to come. The beauty is that you get to decide.

But to get there, you need a plan. Your financial advisor can help you design a comprehensive financial plan that includes important elements like business succession—from preparing for a future sale or finding someone to fill your shoes.

How a financial advisor can help you craft your legacy

A plan doesn’t just benefit your business. It sets you and your family up for a life that prioritizes and protects what you value—now and in the future. With clarity around what you’ll do with your hard-earned resources, you can give focus to the things that truly matter.

The right advisor understands your unique needs as an entrepreneur and can identify blind spots and opportunities to grow and protect what you’ve built. Together, you can look at investments, philanthropy, taxes, insurance and more—everything you need to ensure you get the most from your money and put it where it matters.

Together with your advisor, you can adapt your plan as life changes and preserve what you’ve built for generations to come. Connect with an advisor today to find your better way to money.