Attorneys/Accountants

As services professionals, you are called on for your unique perspective and advanced knowledge. You make a real difference in the lives of your clients. We understand the responsibilities you face. Let us work with you to better leverage your finances for the future.

Meet Dave

Dave is an accountant within a regional CPA practice. He has attained record growth in the company and has a sizable client base despite only three years at the firm. With his growing wages and growing tax liability, last April Dave had to write a check instead of receiving one.

Dave knows that he needs to find a way to lower his effective tax rate, but is unsure the best way to proceed. He could reach out to our advisors to design a complete financial plan that could potentially turn his tax situation around.

The strategies we would suggest include a complete review of Dave’s current investment mix and recommendations of investments that offer tax deferment or tax incentives. We could open individual retirement accounts (IRAs) for him and his wife to save for retirement while lowering their overall tax liability.

Dave’s interest in short-term investing was also eating into his possible tax savings. Our suggestion was increased education on the benefits of a buy-and-hold strategy with continuous monitoring. These outlined changes increase the likelihood to net him a tax return in the next year.

Dave is a fictional representation of our client base. Any similarities to actual persons, living or dead, are entirely coincidental.