Our Attorneys Provide A Full Range Of Financial Planning Assistance Services

Many law firms are capable of setting up trusts and crafting comprehensive estate plans. However, few law firms offer a full range of financial planning assistance services which are designed to help you meet your financial goals as you grow older.

When you meet with our attorneys at the Columbia law firm of Walsh & Company, P.A., we will work in tandem with a financial planner who will gather a comprehensive assessment of your goals, including your desired retirement target, what type of lifestyle you wish to maintain in retirement and other information. Once our team understands your goals and how risk-averse you happen to be, we can help you choose from a wide range of financial portfolios that will best suit your needs. To learn more, call 410-312-5690 or email our Maryland offices to schedule an appointment to discuss your situation.

Serving As Fiduciaries To Help Protect Your Financial Assets

Some financial advisors and stockbrokers are not required to act as fiduciaries when it comes to managing your money. In other words, they do not have to act in their clients' overall best interests, but only have to recommend products and investments that are generally suitable for their clients. This approach has resulted in countless people suddenly finding that their nest egg has been severely diminished if not made entirely worthless.

Our lawyers work closely with a team of financial professionals who are required by law to operate as fiduciaries. That is, we will always put your best interests first when it comes to your investments. Part of our approach is to ensure that your investment portfolio is broadly diversified so that you do not suddenly find yourself in a financial crisis when the stock market experiences a drop.

Contact Us For Comprehensive Estate Planning Services

We are committed to providing our clients with comprehensive estate planning services. Some firms will merely do paperwork, expecting their clients to change titles to property as needed or to put their faith in brokers who may not have their best interests at heart. We handle all of the details and we work hard to help protect you from investment mistakes that can drain the money you have worked so hard to protect.

Whether you are risk-averse or prefer to take a more aggressive approach to your investments, we can help design a financial plan that is right for you. Contact us online or call 410-312-5690 to find out how we can help you.