San Diego Office
2221 Camino Del Rio South
We view tax planning as an important part of your wealth model – from quarterly estimated tax payments to longer-term, tax-smart portfolio decisions. Our process considers tax consequences. Remember: It’s not what you earn, but what you keep.
Our financial planning process guides you through all the nuances of partner draws and distributions and case contingency billings. We build a model that helps you create short-term cash reserves (and tax reserves) and long-term savings to match the timing of your income. The result is a plan that is intended to alleviate cash flow stress.
We focus on individualized client service, not a “one size fits all” approach. We are that experienced partner you can rely on to handle the complexities of managing your wealth. We meet with you on a regular basis with a real-time dashboard, efficient reports, and organized action items. We also pride ourselves on quick responses to your questions and help with completing paperwork.
Whether defined contribution, defined benefit, or non-qualified deferred compensation, we can help model your retirement to fully take advantage of your retirement plan(s).
Our investment philosophy and process recognizes that confidentiality and conflicts of interest may arise with law firm clients and we focus on avoiding those issues.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
*This service is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.