Providing 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.

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Can the 2023 “Goldilocks” Economy Continue in 2024?

Can the 2023 “Goldilocks” Economy Continue in 2024?

The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview mirror (not counting upcoming adjustments to historical gross domestic product (GDP) growth rates). Many are suggesting the U.S. economy is experiencing a...

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