Financial Planning

The ever changing and complex financial, tax and legal environment of today requires coordinated professional solutions to ensure maximum results in your business and personal planning.

In addition to having experienced business attorneys and a Certified Financial Planner on our own staff, we have carefully constructed several strategic and on-going relationships with other financial and tax professionals to allow a multi-disciplined approach to the financial, business and tax concerns of our clients, whether they be individuals, professionals, entrepreneurs or business owners.

The professionals in our network work closely with us on client engagements, as appropriate. They have expertise in the business, tax, accounting, insurance and investment fields, and legal areas that fall outside our own expertise. The integration of our various disciplines and experience provide our clients with a central source of coordinated legal, financial, tax, investment and insurance solutions from a qualified team of professional advisors.

In addition to solid technical experience and expertise, the members of our network share our commitment to treat clients with respect and professionalism, while offering them straight-forward, professional advice and practical solutions.

Our professional network is a source for integrated financial planning, tax and business solutions for clients of McDermott & Mandery, LLP.