In addition to planning with attorneys over the years and being an affiliate member of the American Bar Association, our office has spear-headed financial education efforts for ABA members and though our relationship with New York Life, we have also served as a vendor for ABE group benefits.
Being involved with the legal community in this way, we've worked with attorneys in a range of scenarios; associate attorneys working their way through the ranks, senior partners of large firms and owner/operators of small closely held practices. We've developed strategies around lives of lawyers with different income models, tax challenges and asset goals.
While each attorney's financial picture differs, many of the financial related topics important to them stem from two common themes; “How do I protect the income potential and the resources I've worked so hard to develop?” & ”How do I position myself to reap the greatest benefit of that work in the future?”
We'll help you gain clarity around those themes and answer your questions with strategy that's geared toward your success.
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.
You’ve come to a point in your life where you have a bevy of responsibilities. Whether you’ve just bought your first home, gotten married, or started a growing family, you have people you love who rely on you. You need to make sure they’re taken care of even if the worst happens and you can no longer support them. It’s time to think about life insurance. Buying your first life insurance policy shouldn’t be difficult, but there are things you’ll need to know to get the best policy for your situation. Here are five steps to help you figure out what kind of policy you need and how much coverage you should purchase.
Depending on your situation, tax season can become very complicated. As your life situation changes, so does your tax situation. Here are 5 signs that your tax situation is getting complicated enough that you might need to consult a tax professional.
Where we do business: California, Texas, Mississippi, Kentucky, Alabama, Louisiana, Tennessee, Florida, New Hampshire, Connecticut, and expanding.
Western States: 469-294-3812 | Eastern States: 601-622-7155
pbyers@reliantwealthstrategies.com
General Office: 1052 Highland Colony Pkwy., Suite 101, Ridgeland, MS 39157