Your Clients Hire You For Your Experience And Specific Advice
Attorneys Hire Us For The Same Reasons
We have studied and understand how attorneys think about money and have perfected a financial planning process that tackles issues specific to you including:
Lack of Time
Our simplified planning process and effective use of technology are designed to save you time. As an example, all of our reports are available on the web or via an app.
We will assist with the day-to-day financial details so you can reduce your stress and increase your productivity.
Inconsistent or variable Income
Cash flow modeling and scenario planning will show you how to smooth out variable income and help to keep your plan on track.
Complicated Benefits Packages
Attorneys at smaller firms may lack a robust benefits package which limits their ability to manage contribution amounts and tax decisions. Group insurance coverage may be non-existent forcing attorneys to purchase coverage on their own, which can lead to greater expense.
We provide a detailed review of your benefits package and help you to maximize the value to you and your family.
We also recommend additional benefits that you or our firm may not be aware of.
Our tax estimation tools and tax experience help in guiding decisions that lower your tax bill while testing for unintended consequences now or in the future.
Our experience with qualified plan design can make a meaningful difference in your yearly tax bills.
Firm Succession Issues
Buy/sell agreements are fully reviewed and tested for different scenarios.
We create a plan for income replacement in retirement (including advising on capital draws, pension payouts and more).