Legacy Planning
With legacy planning we protect our client’s assets and businesses, as well as keep their hard-earned wealth in their family or however they desire to have it disbursed. Everyone needs and deserves legacy planning. Ladies in Law® ensures that happens by making quality legacy planning accessible.
Retirement Planning
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road.
Asset Protection
As a full-service financial firm, we stay focused on the big picture to help our clients select the appropriate level of asset protection. We determine the solutions that make the most sense for the needs of our clients and their families.
Estate/Business Planning
Wealth Management encompasses the use of our investment advisory and estate planning services for more complex estate planning and business planning.
401K Planning
A comparison of your company’s 401(k) plan is best done holistically and against a benchmark. When you engage in an objective review, the entire 401(k) plan performance, including the key areas below, can be assessed. This process gives you better insight into what’s working and maybe not working in your plan, from service providers, to funds and even fees and employee engagement.
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