Helping Successful Attorneys and Couples Retire with Confidence

You've earned it! You have worked hard to get where you are. Now you're ready to plan for what's next.

You have a lot of ideas about the future--maybe a vacation home on the beach, spending more time with family, travel or even pursuing a new venture. 

But this is going through your head:

  • Am I on track to retire when I want?
  • Will my portfolio provide enough income over my lifetime?
  • Will my spouse and family be okay if something happens to me?
  • Can I fund my retirement with the sale of my business or law practice?
  • When should I take social security?

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

We are financial advisors for successful attorneys and couples within 5-10 years of retirement. We have offices in Covington, KY, and Holland, OH, but we work with clients across the country. We help clients like you reduce taxes, maximize wealth and plan for retirement and succession. You may have worked with other financial advisors before, but have you worked with a planner who specializes in working with people like you?

We specialize in creating financial and investment strategies for attorneys and couples to maximize your wealth and minimize your taxes so you can make the most of your financial future. We will work intimately with you to help you figure out what kind of income you'll need in the future and how to generate that income from your investments, social security benefits, pension benefits, the sale of your law practice / business and other income sources in a sustainable way that feels good to you. 

You want to protect what you've saved and see it grow too. We're dedicated to making that happen. 

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



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

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