Attorneys
We’ll help you protect your time and focus your wealth
Focusing wealth for those in the legal profession is highly dependent on understanding and incorporating the financial complexity and nuances specific to the industry. Draw schedules, partnership levels, partner specific benefit plans, buy-ins and earn-outs are all critically important. Our planning services for lawyers will:
Inventory, map, and make recommendations for optimizing your law firm’s specific benefits to ensure that you are using all your available resources
Create a plan for income replacement in retirement (including advising on capital draws, pension payouts, deferred compensation plans, and more)
Collaborate with your accountant, banker, and estate attorney on tax minimization, debt optimization, estate, wealth transfer, and charitable giving strategies
Assist with the day-to-day financial details that you may not have the bandwidth to manage so you can reduce your stress and increase your productivity
Helping you make the most of your time
- Offer tools, like our online portfolio dashboard, so you can see your complete financial picture at a glance
- Create a holistic portfolio strategy integrating all of your accounts, including your company retirement plans
- Fiercely protect your time
