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PRESERVING YOUR LEGACY...PROTECTING THEIR FUTURE

NextStage Legacy Advisors is a financial advisor group that provides comprehensive succession or exit plans for businesses, which are designed to minimize estate tax consequences, preserve and protect assets, and ease inheritance issues.  NextStage Legacy Advisors knows that you have worked hard your entire life to build your business, and therefore you deserve to have it preserved and protected for the future, and for your family.

We specialize in working with family-owned businesses and agribusinesses.  From properties, assets, investments and more; we pay careful attention to every aspect of the business, to set up a customized program towards maximizing your financial goals.  

Our goal is to establish long-lasting relationships with our clients, and to feel like we are part of your business family.

Contact us today to learn more about how we will "Preserve Your Legacy. . .Protect Their Future."

Helpful Content

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Choosing a Retirement Plan that Fits Your Business

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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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