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NextStage Legacy Advisors

Estate and Succession Planning Specialist

(716) 580-1123

The sad truth is that few businesses survive beyond their founder’s generation, and a leading cause is failure to plan for the future. Financial planning helps ensure that your business remains profitable after a transition, and personal finances continue to support your financial and life goals. NextStage Legacy Advisors helps business and agribusiness owners preserve their legacy and protect their future through comprehensive succession plans designed to maximize short and long-term outcomes, while minimizing estate tax consequences and inheritance issues.

NextStage Legacy Advisors are registered representative of nationally renowned wealth management firm, Lincoln Financial Advisors. Through the Lincoln family of companies, our team of estate and succession planning specialists have access to an array of products and services, from retirement planners to insurance and investment products.

The earlier you start planning, the more options and time you will have to implement it, rather than being forced into an unwanted situation at the last minute.