Financial Planning for Lawyers


Founded by Attorneys  ∙  Data-Driven  ∙  Transparent Fees

FEATURED IN

Why Attorneys Work With Us

Fiduciaries Who Understand You

Founded by trial lawyers committed to putting your interests ahead of ours. Always.

Data-Driven Financial Planning

Let markets work for you. Practice smart diversification and tax management. Focus on what you can control.

Transparent Fees that Make Sense

$300 per hour (blended rate) or negotiated fixed fee based on complexity, not the amount of your assets.*

WHY WE WORK WITH ATTORNEYS

As trial attorneys who saw the difference true financial planning can make in a busy attorney’s life, we are passionate about serving the legal profession. We put that passion to work for you as your Financial Co-Counsel. You will always be the decision maker. We take care of the details so you can spend more time with your family, friends, and doing other things of importance to you.

Take Control of Your Financial World

We believe most attorneys can benefit from a financial plan that focuses on more than just investment management. Our process emphasizes each of the following core areas:

Budgeting

Tax Planning

Insurance

Real Estate

Investment Management

Social Security

Student Loans and Education Planning

Retirement Planning

Charitable and Legacy Planning

Estate Planning

Budgeting

Insurance

Investment Management

Student Loans and Education Planning

Charitable and Legacy Planning

Tax Planning

Real Estate

Social Security

Retirement Planning

Estate Planning

 

FINANCIAL PLANNING MOCK TRIALS

*Note: These scenarios are hypotheticals, do not involve a Maycomb Wealth Member/Client, and should not be construed as advice or a guarantee of any results.

 

IN TRANSITION

She took a break from practicing law to start a family. She is evaluating going in-house versus returning to her firm. She wants advice on which she can rely because these next steps matter, personally and professionally.

NEARING RETIREMENT

She is starting to realize that while there is a significant balance in her 401(k) and cash balance accounts at her firm for whom she’s worked for 30 years, she’s not done any deliberate planning on when and in what amounts to take distributions. 

RETIRED

He has recently left his firm. He is not sure how much money he can spend per year in retirement. He is also about to purchase an annuity. He could benefit from a financial plan that shows him a cash flow projection for his retirement.

Issue

As a busy lawyer, are you confident that you are on track to meet your financial goals and objectives?

Rule

Failing to plan is planning to fail.

Application

Could you potentially benefit from help in designing, building, and protecting what’s financially important to you?

Conclusion

We have a process that may be of interest to you.

Ready to get started?

*See also Maycomb Wealth’s ADV Brochure, which is accessible here.

 

 

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