Protect your income, assets and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority.

What’s Your Plan for Financial Independence?^sm

If you are a high-income lawyer or lobbyist, it’s not what you earn or how you earn it. It’s what you keep that matters most. We specialize in what matters most to you and the financial legacy you leave for your family.

Many financially successful lawyers and lobbyists turn to their 401(k) plans with their vanilla investment menus, and Cash Balance Pension Plans offering large tax-deductible contributions; even with their inherent employee funding and administrative costs, to accumulate sufficient capital on a tax-advantaged basis to help fund a worry-free lifestyle in retirement.

Our S.M.A.R.T. Strategies are designed to go beyond the 401(k)/Cash Balance step to help our clients build and protect their financial independence – anchored by our Life Income Plan for Lawyers and Lobbyists. This Cash Balance Plan alternative has no contribution limits, required employee contributions, or TPA administrative costs. What it does have are Roth IRA attributes, enabling tax-free retirement income, creditor protection, and pre-retirement liquidity*.

The Life Income Plan for Lawyers and Lobbyists

This exclusive and highly customizable plan helps you build diversified sources of tax-optimized retirement income to support your lifestyle after your law practice ends.

Introducing the Attorney Life Income Plan

Ready to learn more about building the right tax-advantaged capital to meet your personal and business goals?

Contact us today to speak to our team of financial planning experts.

*State specific