Speciality Areas

Attorneys

The law profession was deeply affected as much as any other by the economic collapse in 2008.  With a decline in demand for services as well as pressure on billings, annual income became more unpredictable.   We understand how hard lawyers have to work to be successful with significant and often unpredictable demands on time as they build their careers.  We have also noticed a trend that makes it more difficult to wind down and ease into less work or embark on other activities.

We focus on providing service and advice that allows you to do the things you enjoy in life when you are not working.  This includes making sure you are on track to be financially independent of your need to work, which includes managing uncertainty related to the business environment.   We help coordinate your finances and keep you informed.  Whether it is making sure you are on track to retire, pay for college, complete your estate planning, review your insurance, coordinate your work benefit plans with your personal planning or being able to answer questions from borrowing money to purchasing property, we will provide excellent counsel and save you time.