Diann Andrews' family farm in Northwest, Iowa
NextStage Legacy Advisors helps farm and small business owners protect the wellbeing of their family and organization in the event of unforeseeable circumstances wherein the owner can no longer continue working. Our services minimize the negative impact on the family, business and community by providing clearly defined and coordinated plans, documents and next steps.
NextStage Legacy Advisors was built on the financial, business and agricultural experience and expertise of company founder, Diann Andrews. Diann is a registered representative of nationally renowned wealth management firm, Lincoln Financial Advisors, and is one of a few Lincoln advisors to specialize in Agribusiness services.
With the support of Lincoln Financial Advisors, Ms. Andrews and her highly skilled team of estate planning specialists have access to an array of products and services, including retirement planning services and insurance and investment products. Prior to launching NextStage Legacy Advisors, Diann helped numerous farm and business owners across the country develop succession and exit planning strategies with the intent to minimize risk and estate taxes, and ultimately preserve and protect the legacy of those hard-working individuals.
NextStage advisors are involved with the client throughout the planning and implementation process. Financial plans are annually evaluated and updated to ensure that they remain current in light of the changing business, regulatory and family environment.
NextStage Legacy Advisors employs a fully integrated wealth management framework, which allows a thorough understanding of their client’s financial condition and planning concerns. This comprehensive approach leads to more effective decision making, which increases a financial plan’s viability. Each client has a unique set of needs, and requires a financial plan that is tailored to fit their individual circumstances towards achieving their goals and objectives. With NextStage Legacy Advisors the only similarity from client-to-client is a strong commitment to “preserving your legacy and protecting their future”.
Contact NextStage Legacy Advisors, and find out how we can help.