Partners of law firms experience unique issues during all stages of their careers.
Their demanding workload rarely affords them the proper time to attend to their own personal financial matters. They often wonder when they will be able to comfortably retire, whether their estate plan is appropriate and tax efficient, whether they are sufficiently protected from risks, how their benefit and retirement plans work and whether their investment portfolio is appropriately invested. Round Table understands these issues. We provide answers, solutions and effective execution.
Our client advisors are highly credentialed and have broad practical experience advising families on their financial matters. They are experts on investments, taxes, insurance and all matters that have a personal financial dimension. They will become your trusted family advisor and act as a sounding board to ensure that you make intelligent financial decisions and more importantly, that plans are executed.
Here are some of the areas we address:
- Create a fully coordinated, holistic financial plan ensuring efficient management across a broad range of advice and investment options
- Ensure you are properly invested to reach your financial goals
- Develop an estate plan that is thoughtful and tax efficient
- Ensure you are properly insured from risks
- Understand the complexity of your benefits and compensation matters and make the correct decisions
- Effectively manage cash flow and debt
- Provide continuity of financial management for your family in the event of death
We are a fiduciary. Unlike traditional brokerage firms, banks and other financial advisors, our firm has always acted in a fiduciary capacity. We don’t sell any products, strive to minimize conflicts of interest and provide unbiased advice to our clients. Simply put, we put your interests ahead of our own and do whatever it takes to help you meet your financial goals.
Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.
A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.
Juris Doctor is the highest education available in the legal profession in the United States.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.