Manage and streamline operations across multiple locations, sales channels, and employees to has improve efficiency and your bottom line.

Create a Life worth living

Specialized Services for Attorneys

In the legal profession, “time is money”.

Laser focused on helping your clients, while at the same time managing administrative responsibilities and balancing important family time, it can be challenging to take all the appropriate steps needed to accumulate and organize your assets.

It is a daunting task to properly coordinate all of this. Not having the time, expertise, patience, and/or interest in establishing and executing on a customized wealth-building and retirement plan and strategy is not a failing nor a flaw – it is a very common problem. Hiring a trusted financial advisor to take the lead on your wealth management and financial planning will not only let you focus on your job and other responsibilities, but ensure you achieve your current and future financial goals.

When considering working with Towerpoint Wealth, you can expect:

Family Insurance

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Vehicle Insurance

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Cargo Insurance

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Travel Insurance

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Being a lawyer is rewarding job, but it can be very stressful and requires long hours. 30 or more years of this lifestyle can take quite a toll on the body and mind, and you deserve a rewarding financial future. Beginning a succinct and custom-tailored wealth management plan now will help you achieve your goals more efficiently, and ultimately, help you retire on your schedule. Focus on partnering with an advisor who not only understands you, but also the unique financial challenges you as an attorney face. You wouldn’t hesitate to hire a legal expert to help you win a case or strengthen a lawsuit. The same can certainly be said when hiring a financial expert and advisor to help you properly coordinate all of your financial affairs and ideally, create a life worth living that includes complete economic peace of mind.

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