Strategic Planning LLC

Your Financial Co-Counsel

Who We Are

We serve as “financial co-counsel” to attorneys and fiduciaries in their quest for financial independence for themselves and for those that depend on them.

Oleg Cross

Managing Member

Tell us what your ideal life looks like – and how we can assist you in planning to get there.

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:

Insights

The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents. …

The Unique Advantages of Health Savings Accounts

These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals …

What Is Inflation—And Why Is Everyone Talking About It?

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But …

A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they …

We would love to hear about your dreams for your ideal life.

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