You’ve put in years of hard work to amplify your earning power as an attorney. But when it comes to financial planning, it’s a different ball game. You may be wondering if you’re making the right financial moves.
Because even the highest income can’t guarantee peace of mind if it’s not handled with the right expertise.
At Opal Wealth Advisors, we’ve identified five common pitfalls that can hinder your ability to save and prosper. And we explain what you can do about it in our free guide, 5 Financial Planning Opportunities for Attorneys.
In it, you’ll discover:
- How to use the “Profit First” approach for paying yourself first
- How to build wealth without losing precious time
- The Golden Rule for eliminating law school debt
- 6 must-have items you need to include for building a rock-solid estate plan
- 6 tips for finding a financial planner you trust
Financial planning can be challenging, but we can help you take advantage of these opportunities. More importantly, we can guide you to make confident decisions about your future.
At Opal, our primary focus is helping attorneys like you safeguard the wealth you’ve poured years into earning. We want to help you preserve it long after your career rides off into the sunset.
Download our free guide today!
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
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