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:
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But …
Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over …
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on …