Whether you are in retirement or nearing retirement you have some very important decisions to make to ensure that your retirement is as fulfilling as it should be. We will help you:
We enjoy working with business owners because we have been there ourselves. Having operated a large tax preparation business for over a decade, we understand the opportunities and challenges that come with leading your team, focusing on growing your business, and taking care of yourself and family too. We specialize in helping business owners create and execute their financial plans, emphasizing:
We also help business owners engineer successful exit strategies. We have deep experience in structuring business transactions and helping clients execute their plans to maximize their financial success and also consider the non-financial aspects of selling their business.
Doug comes from a family of attorneys, and as one himself takes a special interest in working with other attorneys to help them improve their financial lives. Attorneys have unique opportunities and challenges that need to be considered in developing their financial plans.
They typically begin saving later in their career, given the length of their education and commonly having student debt. Cash flow management and starting dedicated savings are critical parts of their financial plans at the beginning of their careers.
Attorneys have great income-potential as their careers progress and retirement savings and tax planning become focus areas. As they grow a family, family protection planning, estate planning, and planning for the education of their children become priorities.
Attorneys are experts in their practice areas of law and their professional time is extremely valuable. They typically don’t have the time or interest to stay informed about important financial planning topics, tax strategies, or investments that will improve their financial lives, and instead should consider engaging a financial professional whose focus will be on their success.
If you are an attorney and interested in learning more, reach out to us and see how we can help you.