Lawyers

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

Create a plan to achieve
your
today

Schedule time to get to know us.