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  •  Tel: (610) 565-9550
  •  Fax: 610-892-0822
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Proactive Planning

for a solid future

    You are here

  1. Home
  2. Who We Serve
  3. Attorneys

Attorneys

Focusing On You:

As an attorney, your time is valuable. The Financial Services for Legal Professionals Division can work with you put a strategic financial plan in place that helps you meet your unique needs and future goals, address personal financial issues, or to manage intricate compensation packages. Whether you need financial planning assistance for your practice, your personal finances, or both, our advisors are well versed in the challenges and opportunities available to legal professionals. Benefit from a financial advisor who understands the risks and rewards of your profession and can provide sophisticated, convenient financial services to help you meet your life’s goals.  We focus on educating you through the various life stages of your career and matching those stages with appropriate financial strategies.

Contact us today for a complimentary, no obligation consultation.

 

Your Life Stages:

The Early Years

(0 - 3 Years)

Graduation

Graduation.jpg

Key Financial Concerns:

  • Finding a job
  • Student loans coming due
  • Where to live and who to live with

First Job:

Graduation.jpg

Key Financial Concerns:

  • Student loans
  • Income protection
  • Understanding employer benefits 
  • Budgeting and saving
  • Billable hours
  • Liability protection
  • Building emergency reserves
  • Establishing short/mid goals

Mid-Career Years

(3 - 10 Years)

Climbing the Career Ladder:

Career Ladder.jpg

Key Financial Concerns:

  • Employer benefits
  • Student loans
  • Home ownership
  • Starting a family
  • Increase income protection
  • Creating a will
  • Asset protection
  • Public service or go private
  • Large firm vs. small firm
  • Vacations/traveling
  • Start retirement strategies

Work/Life Balance:

Work Life Balance.jpg

Key Financial Concerns:

  • Daycare costs
  • Student loans
  • Retirement
  • Asset protection
  • Income protection
  • Monitoring asset allocation of investments
  • College for kids
  • Aging parents
  • Vacations/traveling
  • Wedding costs
  • Home ownership

Twilight Years

(10 - 30+ Years)

Branch Out or Stay with Firm:

Graduation.jpg

Key Financial Concerns:

  • Maximizing savings
  • Malpractice coverage
  • Partnership buy-in
  • Group benefits
  • Buy in/out provisions for partners
  • Paying staff
  • Partnership agreements
  • Practice overhead protection
  • Healthcare benefits
  • Income continuity

Work or Retire:

retirement-milestones.jpg

Key Financial Concerns:

  • Running out of money
  • Long-term care needs
  • Asset depletion
  • Succession planning
  • Business valuation
  • Adjusting investment allocations
  • Medical care costs 
  • College cost for kids
  • Asset transference 
  • Estate planning strategies
  • Legacy giving strategies

 

 

 

Our Process

Planning Process.jpg

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Who We Serve

  • Medical
  • Attorneys
  • Business Owners
  • Individuals Families

Contact us

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200 East State Street, Suite 303
Media, Pennsylvania
19063 United States

  •  Tel: (610) 565-9550
  •  Fax: 610-892-0822
  •  Kathy.Hembree@wechslermarsico.com
  •  
  • Notice of Privacy Practices

Wechsler Marsico Simpson is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wechsler Marsico Simpson are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wechsler Marsico Simpson are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Registered in the following states: Pennsylvania (PA)

Insurance licensed in the following states: Pennsylvania (PA)

#1717220, DOFU 3/2017

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