Byron McFarland

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Byron McFarland, CLU®, ChFC®
Estate & Business Planning Advisor

See what my clients say about me!

9300 Underwood Ave
Ste 500 Embassy Tower
Omaha, NE 68114-2690

Phone: 402-891-2300

Fax: 402-894-1413

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Refer a Friend

Do you know someone who might share your concerns about financial security? Please take a moment to introduce me.

 

Plan For the Future of Your Business Now

Since 1986, Byron McFarland has focused on helping closely held business owners strategize for one of the most important financial events in their lives:

The Successful Transition Out of Their Business...Planned or Unplanned

 

Importance of Exit Planning

Most closely held business owners realize the importance of exit planning, but many have only a partial plan or none at all.

Why? 

  • They are too busy working in their business to take the time to plan. 
  • They are uncertain where to begin or how to complete their paln. 
  • They are uncertain how to divide businesses and estate among family members.
  • They want to sell to key employees but know that there is not the cash to help make that happen.

Through an interactive process, Byron helps his clients focus on what they value, instead of what they own to help address these concerns and more. 

Byron starts by helping the owner get clarity around his or her objectives. From there he works with the business owner and their team of advisors to formulate a plan for fulfillment of those objectives.  When necessary, he collaborates with a “virtual” team of experts throughout the country, who are specialists in their field, to supplement an owner's current advisory team.

Timing is relivant, whether a business owner plans to sell the business or retire in 2 years or 20 years.  Byron helps the owner work to have a plan in place that fulfills the objectives of the owner when that time comes.

Read testimonials from other business owners about Byron McFarland and the service he provides.

 

Byron McFarland – Lead Sponsor for Entrepreneur Organization of Nebraska’s Berkshire Event May of 2010!

Four years and going strong! 

Since the inception of the EO-Berkshire Event  four years ago, Byron and Northwestern Mutual Financial Network of Nebraska have been the lead sponsors. 

Special event planning is currently in the works for those EO Members attending the Annual Berkshire Hathaway Stockholders meeting Omaha, NE. 

For more information and to see pictures from last years event visit EOBerkshire.com and Byron's Community Involvement page.

 

Byron McFarland featured speaker at "Advanced Business Markets" school in Milwaukee.

Byron addresses financial representatives from across the country. He focuses on how to help business owners work through the business succession or exit planning process. He emphasizes helping the business owner gain clarity around what they want to have happen. "This" he says, "is the most important first step in the planning process."


Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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