Helping Successful Attorneys and Couples Prepare for Retirement with Confidence

You have a lot of ideas about the future--you've earned it! You may want to spend more time with your family, start a new venture, travel, or just play golf every day... without having to worry that you won't have enough.

But this is going through your head:

  • Is this the right time for me to step away from work?
  • Will my portfolio provide enough income over my lifetime?
  • Will my spouse and family be okay if something happens to me?

These are difficult questions and you know you can't answer them alone. We help people like you. 

You have worked with other advisors in the past, but have you worked with a planner who gets you? We're planners who specialize in serving attorneys and couples who are within 5-10 years of retirement. We won't just plug your numbers into a formula or give you cookie cutter advice. We'll work intimately with you to figure out what kind of income you need and how to generate that income from your investments, social security benefits, pension benefits and other assets in a sustainable way that feels good to you. We'll also help you navigate the sale of your business or law practice.

You want to protect what you've saved and see it grow too. We're dedicated to making that happen. We have offices in Covington, Kentucky, and Holland, Ohio, but we work remotely with attorneys and clients across the country as well.

The difference between working with us
and other financial planners is this:

Our name is on the door.

Click below to see a sample financial plan or learn more about us and how we work with our clients. 

 

 

 

It's almost tax time! Join us for this educational webinar on tax minimizaion strategies for attorneys and law firm owners on November 18th. Find out how the right business structure can save you thousands, how to get the most out of your retirement plan, plus lots of tax tips for attorneys. Sign up now!

Tax Minimization Strategies For Attorneys

Registration for this event is no longer available

Tax Minimization Strategies For Attorneys

Event Schedule
Thursday, 18 November 2021 - 03:30 PM
Eastern Time (US & Canada)
22
 Days 
4
Hours
31
Minutes
13
Seconds
Register Now
 

 

Schedule

at
 

Facing a social security decision within the next 5 years? Join us for our Social Security 101 Webinar:

Social Security 101

The 3 Rules to Maximize Your Lifetime Benefits

How and when you claim your Social Security benefits are some of the most important retirement decisions you will make, because how you claim will have a domino effect on income, taxes, and even Medicare premiums. It's complicated and overwhelming because there are so many different claiming options, and one wrong step could cost you thousands. We will discuss the basics of filing for Social Security and strategies that may maximize benefits for you and your family in retirement. Sign up for the next session now!

 

Social Security 101

Registration for this event is no longer available

Social Security 101

Event Schedule
 
 
Register Now
 

 

Schedule

at