SignatureLAW Offers Attorneys a Way to Achieve More with Their Wealth
SignatureFD advisory team is a team of specialists for specialists.
SignatureFD, a leading privately held financial design and advisory firm headquartered in Atlanta, has launched SignatureLAW, a wealth management solution designed for attorneys.
SignatureLAW is led by a multi-disciplined advisory team that has worked with attorneys at many leading law firms. Wealth managers with expertise in financial planning, investing, taxes and risk management implement the firm’s Wealth Blueprint Process for attorneys. Specifically, advisors perform benefit and retirement projections, stress-test sensitivity analysis, asset management, asset protection, tax planning and wealth transfer planning.
“Time is a precious commodity for attorneys,” said Chuck Gray, SignatureFD partner and SignatureLAW initiative director. “As a team of specialists for specialists, we help these professionals make the most of their time. We provide comprehensive financial and investment advice and then help them implement our recommendations so that they can focus on the things that are most important to them.”
The SignatureLAW team has special expertise in specific law firm benefit structures, and they use that knowledge to inventory, map and make recommendations for optimizing an attorney’s specific benefits. Advisors can also create plans to replace an attorney’s income in retirement, including advising on capital draws and pension payouts.
“In working with our current clients who are attorneys, we realized that what they were really looking for was a unique, focused solution that seamlessly addressed all of their financial concerns,” said Gray. “Busy attorneys simply don’t have the bandwidth or the desire to coordinate all the details of their financial life or manage relationships with multiple professionals. SignatureLAW helps manage those responsibilities for them, making their life easier in the process.”
“Empowering our clients to live a great life is our firm’s core mission,” said Doug Liptak, SignatureFD co-founder and chief development officer. “With SignatureLAW, we do that for attorneys by coordinating the many aspects of their finances so that they can make better use of their time. We serve our attorney clients in the same way that they work with their own clients, with a complete focus on their needs and a commitment to putting their interests first.”
To learn more about SignatureLAW, visit www.signaturefd.com/initiatives/signaturelaw/.
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