Are you ready to maximize your wealth?
Do you aspire to achieve financial independence so you can enjoy the retirement of your dreams? If so, download my free guide now to learn the three essential steps to retirement planning for law firm owners. It’s my gift to you!
From free content like The Lawyer Millionaire® Podcast and CLE webinars, to my book The Lawyer Millionaire®, to personal financial planning and our proprietary active investment strategies, we have the tools to help you maximize your wealth and make the most of your financial future.
We are on a mission to help lawyers and law firm owners maximize wealth and achieve financial independence. We will help you build wealth, minimize taxes, and achieve financial independence with money management strategies designed for lawyers and law firm owners. Start feeling confident in knowing you are prepared for retirement and on track to financial independence!
Are you in the right place?
If you’re a successful, busy lawyer who owns his/her own law practice and you want to retire in the next 5-10 years and maybe sell your law firm or transition your practice, you are in the right place! And we’re here to help.
We know the hard work it has taken to get where you are. It wasn’t easy in the beginning. But you endured the late nights and lean times and built a thriving, profitable law practice. And now you’re starting to think about what’s next.
You are busier than ever running your practice and one day you’d like to retire. You’ve been putting away money, but perhaps you’re feeling like you have some catching up to do. You’re ready to do some serious planning for retirement and make some strategic decisions about the future of your law practice.
Our purpose is to help as many law firm owners like you as possible to achieve your lifelong retirement dreams–whether that is spending more time with family, starting a new venture, traveling the globe, or other pursuits. Whatever retirement looks like to you, we are here to support that vision.
Are you on track for retirement? Let’s find out!
Do you find yourself asking questions like, will I have enough money to retire? How do I make sure my money will last through retirement? Can I sell my law firm to fund my retirement? These are tough questions.
In my webinar, Retirement Planning Strategies for Solo & Small Firm Attorneys, I’ll help you answer these questions. In this webinar, you will learn:
- 3 essential steps you should take to plan for retirement
- How to calculate exactly how much money you need to retire comfortably
- How you can sell your law firm to partially fund your retirement
As a bonus, this webinar is approved for CLE credit (1 hour) for attorneys in Kentucky, Indiana and Ohio.
The Lawyer Millionaire–the Book!
When I started working with attorneys and law firm owners, I searched for a comprehensive resource on financial planning for those in the legal profession and found nothing! So, I decided to write the book myself!
If you are looking for an all-in-one resource on money management for lawyers and law firm owners, check out my book, The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes and Retiring with Confidence, published by the American Bar Association.
Whether you are just starting your law career or even near retirement, The Lawyer Millionaire will help you make all the right maneuvers and take advantage of every opportunity available to you to maximize the growth of your wealth and accelerate your pathway to financial independence. Order your copy now at the ABA Book Store.
Want a free copy of my book? Schedule a complimentary retirement consultation with me and I’ll be happy to send you your free copy!
Work with Me!
Are you a law firm owner thinking about retiring in 5-10 years and you want to…
- Maximize your wealth so you can retire confidently,
- Create a sustainable retirement income,
- Make sure your family is financially secure,
- Sell or transition your law practice,
- Enjoy your retirement without worrying about running out of money?
All of this is possible for you. But figuring all of this out on your own can be overwhelming. We can help by partnering with you.
I have been serving as a financial advisor for lawyers and law firms across the country for many years. I will help you create an initial, detailed plan that covers everything and feels good to you. Then, I will help you implement and monitor that plan on an ongoing basis, and strategically manage your investments. My mission is to help successful law firm owners like you achieve your retirement goals and dreams. Together, we’ll create a detailed plan that covers everything and feels good to you!
Are you ready to start putting together your plan? Click below to schedule your free initial consultation.
Subscribe to The Lawyer Millionaire Podcast!
As part of our mission to help lawyers and law firm owners maximize wealth and achieve financial independence, we launched The Lawyer Millionaire Podcast! Now you can enjoy our professional advice and insight wherever you are.
Listen to our first podcast now!
Click here to subscribe on iTunes, Android, and your favorite podcast channel! And join our mailing list below to be notified when new episodes are available.
Complimentary 30-Minute Planning Session
Want to know if you are on track for retirement? Need someone to review your investment allocation? Questions about tax strategies? Let’s chat! Schedule your free 30-minute planning session below.