Financial Planning

Financial Planning At Richard P. Reid, CPA, we work closely with your other professional advisors, including investment management advisors and certified financial planners, to assist with the financial planning needs of our clients. Our Utah CPA firm has a broad knowledge of financial services that gives us the insight to help lawyers and law firms make critical decisions that affect their future. We spend the time to develop an intimate understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. Working together with your other professional advisors, we analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning in order to maximize the value of your estate.

Financial planning for lawyers:

  • Retirement planning
  • Estate planning
  • Trust planning
  • Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Life insurance planning
  • Education funding and planning
  • Cash flow/budgeting
  • Referrals to investment management advisors

Financial services for law firms:

Planning adequately for your financial security requires the assistance of a qualified professional. Get your financial advice and oversight from a trusted Utah CPA. Call 800-279-3377 now to learn more.