Welcome to 21law.net, a site dedicated to providing financial planning resources to the legal community. Many people ask me why I choose to specialize working within the legal community. I discovered early in my career as a certified financial planner that my clients want me to understand not only their financial portfolio, but also their unique needs and their professional perspectives.I realized that I best serve my clients not only by knowing MY line of work, but also understanding the demands associated with theirs.
WE are independent advisory firm specializing in total financial portfolio management. With over 300 million dollars under management, our team has a long history of helping professionals and firms design and implement investment plans. Individuals typically come to us with their assets scattered among several different brokerage firms and mutual fund companies. They are frustrated dealing with commission brokers and desire the objective advice provided by our fee-based service. Many have portfolios that are already performing well but want to achieve an overall financial plan and need assistance monitoring, consolidating and coordinating their investments.
Some of our clients sought our help when their portfolios grew to the extent that they required more advanced planning techniques. What most individual investors don’t realize is that small adjustments in a portfolio or financial plan can reap significant rewards. Tax-sensitive investing can put more money in the investor’s pocket.
Eventually, all of our clients turn to us for assistance in developing an exit strategy. The transition from building a portfolio to using this money to generate income can be daunting. We help our clients evaluate their future retirement needs and develop strategies that will help protect against inflation, provide funds that will last through retirement and minimize tax consequences during retirement and after death.
Partners and firms approach us to set up their retirement plans or evaluate existing ones. Our goal is to maximize their tax deferred savings knowing that any advantage to save more takes partners several steps closer to retirement.
We monitor your overall financial health. We coordinate your investments with your insurance, real estate, estate planning and tax planning needs. Our team is poised to facilitate you.
I decided to specialize in working with lawyers and law firms because the business of law is a challenging, constantly evolving marketplace. I respect the legal profession and can appreciate the time demands that a legal career places upon today’s lawyers. My hope is that 21law.net will provide useful information that will help busy lawyers to plan intelligently and invest their well-earned financial rewards wisely.
If I can provide any additional information that would be useful to you or can assist you further, please do not hesitate to contact me. I would appreciate hearing from you.