HOW A CFP® CAN ASSIST YOU & YOUR BUSINESS CLIENTS
As a former law firm manager holding a Master’s Degree in Legal Administration from the University Of Denver College Of Law, Angel McCall understands the financial planning needs of attorneys and the barriers to meeting those needs.
Part of the duties of managing a law firm or a business is managing risk: that a business owner will die or become disabled before their financial goals have been met.
Lifetime Financial Strategies can:
- Design a realistic plan for saving for retirement while taking into consideration that one-half of attorneys become disabled or die during their legal career
- Assist business owners fund buy-sell agreements triggered upon the retirement, disability or death of a partner
- Develop business owner/favored retirement plans for law firms and their business clients