Attorney Wealth Management and Financial Planning
Mountain Sunset Financial specializes in wealth management for solo and small firm attorneys. Our founder was a solo practitioner and small firm lawyer for seventeen years before transitioning to finance and accounting. Our focus is assisting attorneys in managing their practices, minimizing taxes, maximizing revenue, and hopefully retiring early!
Mountain Sunset Financial can help assist you with business and personal wealth management. For most solo practitioners and small firms those areas overlap and coordinating them is crucial.
Attorney Wealth Management and Financial Planning Services We Offer
Attorneys have unique cash flow and financial management issues. Because we focus on attorneys, we are well attuned to these issues and can help you solve them. Some common financial planning issues we encounter with attorneys are:
- Cash flow planning
- Retirement savings
- Establishing retirement plans for solos and small firms
- Tax deductions
- Tax minimization
- Business valuation
- Business succession
- Education planning for their children
- Gifting strategies to avoid taxation
- Trusts
- Money Management
Unfortunately, law school did not cover personal financial planning or wealth management. It is a skill that must be learned and practiced, just like the law. We can help almost any attorney manage their money and their business more effectively.