San Diego Office
2221 Camino Del Rio South,
You are busy building a practice. We respect your time and our goal is to simplify your financial life — proactive, diligent recommendations specific to your goals. Meetings are tailored to you: in person or virtual. Our dynamic web portal gives you real-time access to your investments.
Though subtleties exist between firms, one constant throughout is that we help partners address inconsistent cash flow issues. An area where many new partners struggle — we help by building short- and long-term models that match your income stream. We will work with you to develop a spending strategy based on your own unique situation.
As a new law practice partner, you can easily be overwhelmed by the tax preparation requirements now required of you, for instance, multistate returns.
Law firm partner retirement plans are typically complicated and intricate. Whether defined contribution, defined benefit, or non-qualified deferred compensation — we aim to design an optimal strategy for you to maximize your savings, while planning for current and future tax considerations.
We know you have competing demands on your earnings. We create and implement a strategic annual plan to help capture your hard-earned dollars and allocate them to maximize savings for retirement, education for children, and other lifestyle goals.
Over the years, you may need advice and coaching on a variety of financial matters including: retirement planning, education funding, insurance, estate planning, vacation homes and care for aging parents. We will be here to guide you through these life events and identify others not considered to help you and your family pursue your financial goals and objectives.