Pre-Retirement Working Professionals:
We meet to learn more about your family, occupation, background and financial goals. We gather the information that we will need to develop a comprehensive financial plan with a supporting investment strategy.
Attorneys – Attorneys have requirements and concerns specific to their field of occupation. Some ways we help attorneys are through estate planning, financial planning, succession planning, tax planning, and investment management.
Accountants – Accountants need financial planners too. We help attorneys through estate planning, financial planning, succession planning, tax planning, and investment management.
Corporate Executives – Executives have specialized requirements because their assets may be disproportionately tied to their employer, such as stock options or other equity interests. Allodium can help analyze executives' unique employee benefits options to ensure they leverage their benefits as much as possible. Corporate executives often have different benefit options, such as increased life/disability benefits and additional retirement savings plans. Allodium can help build a specialized plan which strategizes executive benefits.
Professors – Professors have specific needs because many colleges and universities have retirement savings plans with various rules and distribution allocations. Allodium can help build a financial plan tailored to specific situational needs.
Physicians – Physicians have unique needs. We help doctors through financial planning, insurance planning, tax planning, and investment management. We can help protect their wealth against lawsuits and other liabilities.