Retirement Planning

Retirement planningPeople are living longer than ever these days so there's good reason to develop a retirement plan that helps you get control of your money, build wealth, and plan for a secure future. The experienced professionals at Richard P. Reid, CPA, a Utah CPA firm, are qualified to assist in retirement planning for the legal industry. We get to know our clients’ financial needs and goals so we can recommend personalized strategies for retirement planning, succession planning, trust and estate planning, and more.

Our retirement planning services include:

  • Retirement counseling
  • Help selecting investment management advisors
  • IRAs – traditional, Roth, SEP, simple
  • 401K plans
  • Retirement distribution planning
  • Beneficiary review
  • Estate and trust planning
  • Wealth protection planning
  • Succession and business continuation planning
  • Help selecting retirement plan specialists, including third-party administrators ("TPAs")

Our clients are often amazed at how much more confident and peaceful they feel when they know where they stand financially.

Contact us today at 800-279-3377 to learn more about our retirement planning services for lawyers and law firms. We can help you devise a solid plan for retirement that will preserve wealth and bring you and your family financial security.