Strategic Planning LLC
Your Financial Co-Counsel
Who We Are
Why Choose Us?
We understand the demands and time commitment practicing attorneys face in serving their clients and growing their practices. Between the practice and business of law, there is often little time left for anything else, and any such remaining time should rightly be devoted to one’s individual pursuits and family.
We are here to help you reach your financial life goals through:
How a financial advisor can help you manage your taxes this year Reducing your tax burden can help you manage your wealth and free up …
How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which …
Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus …