How do you want to spend the rest of your life?

There is no “one-size-fits-all” plan to fit every investor and every financial goal.

It is never too early - or too late - to plan. But if you don’t plant the seed, the tree will never grow.

Where do you want your bridge to take you?

As a client, you are family - not just a number.

Are you living to work, or working to live? There is a big difference.

“We make a living by what we get, but we make a life by what we give.” - Winston Churchill

A Trusted Partnership

When you refer a client to us, you can feel confident they will be in good hands – giving you back time to grow your practice.

Services for your clients

Updating estate planning documents

Home purchases (even in cases of difficulty in qualifying for a mortgage)

Mortgage refinancing

Turnkey automobile purchase/lease assistance

Grief counseling

Personal training and fitness

Proper insurance for post-settlement assets, including life insurance planning

Financial plan development, education and ongoing advice

You feel that your client’s needs are important. We agree.

When your client said, “I do” to his or her spouse, it’s unlikely either envisioned a day when that would become “I don’t.”

When that day comes, it is important to have strong, knowledgeable advocates who can help smooth the transition and ease both the emotional and financial impacts of this significant life change.

We understand that as an attorney, the best use of your time is to focus on your client and the case, as well as building your business.

Comprehensive wealth advisors are in a unique position to assist family law attorneys and their clients who are seeking a divorce. Divorce can be a tense and complicated process. Working with an experienced planning and wealth management expert can help your client keep a level head and plan in advance.

For attorneys, we can provide valuable insight into the available assets from a marriage, as well as assist in inventory preparation, net worth and balance sheets – allowing you and your paralegals to focus on what you do best. Areas where we can assist include, but are not limited to:

  • Pre-settlement asset inventory
  • Valuation of art and rare coins
  • Equity distribution analysis
  • QDRO planning assistance
  • Retitling assets
  • Tax efficiency analysis (including recommendations on strategies that may impact asset division in your client’s favor)
  • Immediately start handling client communication concerning assets and financial planning, freeing up your staff (especially your paralegal) to focus on the client’s legal concerns before, during and after your case is won

We recognize that attorney-client engagements are typically finite engagements.

Because we can professionally handle your clients’ non-legal needs directly throughout the case and assist them in the years to come in maintaining their financial plan, we can convert them into evergreen resources for you and your firm as ongoing referral sources.