Financial Advisor Recommendation for Business Owners

I recently had the pleasure of connecting with Kody Wilde, a Financial Advisor with Northwestern Mutual. It turns out he's from the same area in North Idaho where I grew up. We are both in the Portland area now, dedicated to providing a holistic approach to our clients’ financial and tax needs.

Planning your financial future is crucial, and having the right guide can make all the difference. That’s where Kody comes in. Kody and his team specialize in crafting customized financial strategies that align with the goals and values of individuals, families, and business owners. Whether you're starting your career, growing a family, or navigating the complexities of a successful business, Kody and team offer clear, actionable advice grounded in experience and care.

Areas of Expertise:

• Full Financial Planning – Kody begins by understanding your financial journey and priorities. He listens closely and with his team develops a strategic, step-by-step plan to help you achieve your financial goals, from now through retirement and beyond!

• Insurance Strategies – Protect your financial well-being by setting up tax efficient income replacement strategies that will protect your family and accumulated wealth if you become unable to do so. Kody also offers solutions to manage healthcare costs, ensuring unexpected expenses will not negatively impact your retirement savings.

• Growing Your Wealth – Kody and team tailor investment strategies to fit your unique situation, with a focus on minimizing taxes. This approach allows you to grow your net worth faster without taking on extra market risk, ensuring your investments align with your comfort level and long-term plans.

• Retirement Planning: With the help of his team Kody can guide you in understanding and maximizing the retirement plans available to you. They help create tax-efficient income streams for use during retirement and adopt a defensive approach to safeguard your savings. By minimizing your overall tax burden and offering insight into estate planning, they can tactically facilitate generational wealth transfer and philanthropic giving opportunities.

• Business Planning – Kody and team have valuable tools in their financial tool box to help business owners grow and protect their companies. They expertly guide companies through essential financial areas such as employee benefits plans, retirement planning, overhead expense coverage, buy-sell funding, and more. Crafting succession plans and identifying the right exit strategy requires time and expertise. Kody and his team are dedicated to ensuring business owners are fully prepared to step away from their company seamlessly when the time comes.

With a thoughtful, relationship-first approach, Kody Wilde and his team are committed to helping clients make well-informed decisions that lead to lasting financial security. If you are a business owner and you don’t have a financial plan or exit strategy for your company, I highly recommend reaching out to him. kody.wilde@nm.com