Why Should Your Financial Planner Be A Lawyer?

• No hidden commission.

No incentive to sell you anything. Only unbiased financial advice.

• Coordinate financial planning with tax, elder law, and estate planning..
• Eliminate hard feelings when you, your family, or friends act as a loved one’s financial planner.
• Learn to avoid breach of your fiduciary duty if you act as trustee of any trust.

Do you know the Prudent Investor Rule? If not, you can be personally charged by a court and required to make up any losses to the trust beneficiaries.

• Provide you with a written Investment Policy Statement.

The Investment Policy Statement is a personalized investment plan detailing your facts and circumstances. Thus your investment plan is based upon your individual needs and is not a one-size fits all plan.

• All at no additional costs to you.*
  

*A financial planner, who is also a lawyer, brings all of his or her legal skills to your financial plan at no added cost.