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Financial Planning Assistance

It can be difficult to make smart money moves that allow you to grow and protect your wealth. You and your family deserve to take advantage of tools that can help you to build a nest egg and keep it safe. Shah & Associates, P.C., Beacon Wealth Solutions & Shah Total Planning LLC can help.

Our financial planning assistance lawyers offer advice to people at all different stages of building wealth. From new employees who have their first job to people with millions in the bank, clients trust us because we offer the type of comprehensive advice that aides you in achieving long and short-term goals. We help you look at the big picture and make the right money moves, so give us a call today to get personalized solutions.

What Kinds of Financial Planning Assistance Do You Need?

Do you need an advisor? Whether you are wealthy or poor, or a sophisticated or novice investor, almost everyone can benefit from outside input provided by an impartial professional when it comes to financial planning. Too many people have blindspots when it comes to setting money goals. Others are not sure what kinds of accounts can provide the best benefits, and don’t know where to start when it comes to protecting assets.

If you find yourself uncertain about any aspect of your financial future, The Shah Team can provide the assistance you need. Our legal team understands legal strategies that allow you to protect assets using trusts, a power of attorney, and strategic investment choices that put your assets outside of the reach of creditors in a bankruptcy proceeding. Our Financial team knows how to help you set goals and automate your investing to make the process of saving for the future easier and we understand how to help you make your money dreams a reality. And our Tax Planning team ensures you are legally using every tool & strategy available

Getting financial planning assistance from an integrated Attorney/Financial Advisor/Tax Strategist can be one of the smartest choices you’ll make. Unlike many ‘brokers’ and ‘financial planners’, a lawyer won’t have the incentive to try to push you into inappropriate investments to get a commission. Attorneys have a fiduciary duty to act in their clients best interests at all times. There is no higher duty owed under the law. When it comes to managing your money and saving for the future, you deserve to get your advice from an advocate who is unequivocally on your side.

You do not have to make a fortune to be strategic about how you save or invest, or to set money goals and find ways to protect your assets. You just need to be committed and to have the right plan. The Shah Team wants to help set you up for financial success.

The Shah Team cares about helping you to put your money to work to achieve your goals, and we work hard to make sure that your progress in building wealth is not lost because of unforeseen risks. We can advise you on saving and investing; protecting your assets from loss; and making the wisest possible use of your money throughout your life. Call us today to find out more about how we can help you.


Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust