Financial Planning FOR ATTORNEYS
In addition to financial planning, we also offer complementary CLEs & networking opportunities specifically for attorneys. Connect with UsProviding higher level of financial advice for lawyers
We are uniquely qualified to provide financial planning for attorneys. Services include retirement planning, modifying your tax strategy as your career evolves, wealth management, insurance services, and complex estate planning.
Read Our Most Recent Insights
September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous! W: Well, it wasn’t that bad. S: Oh, yeah? W: Yeah, it was GOOD, actually. S: Yeah, bravo! S & W: More!! — Excerpt from well-known Statler and Waldorf “Muppets”...
In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.
“It doesn’t matter how smart you are unless you stop and think.”—Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh? That’s what we saw in August as virtually one or two slightly disappointing economic numbers sparked a more than 10%...
The Economy Looks “Just Right” Despite Mixed Signals
Meet Our Team
Contact Us
Join the Email List
Stay up to date on our latest news & events