As an attorney, you have unique retirement planning needs. Whether you are just out of law school and in the early stages of your career, or if you are making partner, starting your own practice, or close to retirement, A&I is here to help. We have a team who provide lawyers with professional financial advice for every step of your journey.
Assist with debt minimization
Assist with decisions about health insurance
Start an investment plan
Start to save for a home purchase
Buy vs. lease car decisions
Oversee tax return preparation and structural tax planning
Financial planning for future purchase of practice
Cash flow budgeting
Preparation of a cash flow forecast targeting retirement in twenty+ years
Full life and disability needs analysis
Assist with financing for a larger home
Income splitting planning with spouse and children
Establish plan for children
Conversations about a will and estate plan
Proper creditor proofing of assets to minimize risk of a loss in a lawsuit
Annual cash flow planning: assist with spend vs. save decisions
Assist to manage income tax instalments and cash flows
Oversee tax return preparation and structural tax planning
Consider use of corporations and a family trust for legal and tax protection
Financial planning for practice purchase
Planning for partnership
Discussions about exit planning–what to know before accepting partner
College planning
Retirement planning
Cash balance and defined benefit planning
Long-term care and other health planning
Investment planning
Real estate investment planning
Retirement income planning
Retirement income guardrails
Social Security Retirement Income planning
Medicare planning
Longevity planning
End-of-life planning
Estate and legacy planning
Whether you’re an attorney or your partner is a attorney, or maybe you’re both attorneys, we know that your household is different from other American professional households. The right financial planning strategy is one that’s based on the intricacies of your career, your personal circumstances, your future goals and the current environment. We’ll work with you to develop a financial plan that is uniquely yours.
Specialized advice benefits your financial health & allows you to focus on what makes the biggest impact. Get a financial plan that works as hard as you do to achieve your family’s financial goals.
Some benefits:
We go one-step further than many other firms.
We pull together an expert team to deliver advice in the legal, accounting, risk management and other professions. We then give you a summary financial plan on one piece of paper. This makes it easy for busy people to live their lives and know the details are taken care of by an experienced fiduciary.
Read more about our promise & our process.
When we sit down with you to discuss your personal financial plan, we will bring you the best advice from our expert team, described next.
We are a team of experienced professionals. We follow a proven process that enables each client to feel exceptionally well cared for,
safe and confident with their financial affairs.
Every A&I Financial Services financial planner is a four-year college graduate. Six of us are CFP® practitioners. We have over a dozen other advanced designations on our team. Plus, two of us are professors of financial planning for accredited universities. Many of us have held leadership positions in professional associations.
Our Team
Our investment process is unique. We combine a patented selection process with thorough due diligence. We know the companies where we entrust our money. Our investment committee meets at least weekly to stay abreast of changes in the market. The committee is both academic and street-smart. We have a lot of education as well as experience.
Investment Advice
We are a fiduciary. This is the highest standard in the financial services business. This means we swear to put your interests ahead of our own. We promise that no one outside your immediate family will have a stronger interest in your financial success than us.
Why Choose Us
A&I Financial Services financial planners are a team. We meet at least weekly to share our best ideas. We have a number of Certified Financial Planner CFP® practitioners who are experts at complex planning issues. Plus, we educate our clients with the latest and most relevant information through frequent educational events, blog posts, an email newsletter, podcasts and videos.
What We Believe
We make it simple to achieve your real-life financial goals. A&I Financial Services financial planners are experienced. Since 1986, we have helped a small number of families achieve financial success. We have over 100 years of combined experience on our team.
Our HistoryWe rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our client’s good faith, and provide a consistently exceptional experience for everyone we meet.
Our ValuesOur Certified Financial Planners (CFP’s) are specialized in providing financial planning for attornies. Managing finances is a specialized area of practice that requires an understanding of the unique financial challenges facing attorneys today as well as a thorough understanding of each lawyer’s personal financial situation. Long-term, real-life success begins with a plan. A comprehensive financial plan delivers calm confidence for all aspects of your financial life. A&I Financial Services is here to help you take on the unique financial challenges you face as a professional, no matter where you are in your career in law.
Our clients receive:
Jim and Sheryl have been clients of the firm for nearly 20 years. They originally came to us for tax advice. Their tax preparer only looked “in the rear view mirror” and they often felt surprised. They wanted everything to be pulled together and organized, but they didn’t have the time or confidence to do it themselves. Both were working, previously married and they were looking forward to helping their grown children plan for marriages and grandchildren too. We:
Sheryl and Jim call us with any question they have about money. They joke that they “have to have permission” before they make a big purchase. What they are actually saying is that now they have confidence, whenever they want something, whatever it is, they know they can achieve their dream!
Client stories included on this website reflect hypothetical client situations that represent those commonly encountered by AIWM representatives, they do not reflect actual client relationships.
Dave and Janet have been clients of our firm for over 10 years. Together, they have run a business for thirty years. Yet, when they first became clients, they felt lost with their personal money. Dave said there were three stages to a life with money: accumulation, retention and giving away. Back then, it was all about protecting and growing their wealth. Today, their financial plans involve a lot of giving. We:
Their modesty and generosity make a big impact in the lives of many people. Their church, for example, is financially strong—and most of the members have no idea how much of that strength comes from Dave and Janet.
Client stories included on this website reflect hypothetical client situations that represent those commonly encountered by AIWM representatives, they do not reflect actual client relationships.
We offer a broad array of events that broaden our knowledge and experiences.
View All EventsLearn from the expert network team in a weekly Podcast
Podcast
Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.
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