You’re extremely detail oriented. So are we.
You don’t have a pension benefit, and are therefore responsible for your own retirement planning.
We Believe That As A Lawyer,
You Are Unique.
You’re busy… really busy. We understand that and have tailored our service with efficiency in mind.
As a professional service provider, there is a good chance you will be be able to benefit from the use of corporate account structures.
We offer specialized wealth management solutions designed to meet the ever changing demands
of your legal career. We’ll optimize your finances, so you can focus on your family and career.
Transition To Partner
You are no longer a salaried employee, now you receive monthly draws and adjustments representing your contribution to your firm. This change comes with additional responsibilities, financial planning opportunities and tax considerations. Our goal is to take this off your plate so you can focus on your elevated role as partner.
Middle Career Stage
Surplus income is greater than before and mortgage debt is at a more manageable level. Comparing the cost of servicing this debt against potential investment returns and available tax refunds is key. Your job is to think about what level of income is desired in retirement. Our job is to implement proactive strategies with those goals in mind.
After decades of hard work and success, time comes to ask the question, have I saved enough? Consistent income, estate planning and philanthropy become primary concerns. We look after all financial aspects of your retirement transition and introduce the right experts when needed.