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:
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income …
Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that …
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 …