Attorneys

Whether you are a sole practitioner, partner in a boutique firm or member of a large law practice you have so much to consider.

It is easy to get caught up in the day to day and neglect personal wealth. We custom design plans to address all your interwoven objectives, supporting both your practice and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

Your firm’s compensation plan represents both a wealth of opportunity and a web of complexity. With your focus on the practice, you need a partner to help you make the most of your benefits and pursue your personal financial goals. As your trusted guide, we will help you make informed decisions. We can also design a tax-efficient, stress-tested portfolio for you so you can focus on living your life and leading with confidence.

Services Include

• Risk Management and Insurance
• Cash Flow Analysis
• Debt Management Strategies
• Smart Borrowing Options
• Investment Advice and Education
• Tax Considerations
• Practice Management and Business Planning
• Accelerated Retirement Planning
• Estate, Legacy and Charitable Planning