Legal professionals

Experience financial services designed for you

Specializing in service for legal professionals since 2011

Lawyers are great advocates for their clients, but often their own financial goals get pushed to the side amid the challenges and demands of the career.

The North Star Law Division was developed with you and your specific needs in mind.

This group of financial professionals works throughout the United States, providing dedicated financial services to legal professionals in any specialty.

Match with a financial professional who will help you build wealth and prepare for the future while accommodating your busy career.

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Comprehensive guidance for your needs

Achieving financial independence requires discipline and intention—two skills attorneys are familiar with. The representatives in our Law Division will work with you to make your money work as hard as you do.

Advice-based planning

Your life is complex, and we don’t want to miss anything in your personal or business financial strategy. We offer comprehensive financial services and work to find strategies, products, and investments that are suitable for you, your business, or your family.

In a fee-based financial plan, North Star financial professionals work as fiduciaries, and we put our client’s best interests ahead of our own.

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.

Retirement planning

We can help you coordinate all your retirement options, managing risk, time invested, and tax implications to set up the appropriate accounts for your unique personal and professional situation.

We can consider how long you will be able to work at the same rigorous rate you did early in your practice and manage contributions, asset allocation, and profit-sharing to set you up for a target retirement date and create a spending strategy for your lifestyle.

A financial professional can also coordinate other specialists to help with your succession planning and ensure your clients can be successfully transitioned.

Asset allocation and investment planning

Whether you’re a solo practitioner or in-house counselor, forethought in investments and asset allocation can help maintain a secure lifestyle in the short- and long-term, even if your income isn’t always consistent.

We can help you to maintain a reserve of more conservative, liquid investments for short-term asset management, while also managing risk and opportunities in diversified long-term investment funds.

Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk.

Estate planning

You have worked hard to provide a legacy, and you want to be able to pass along your assets without tax complications.

We can help determine your estate planning goals, develop recommendations for reaching your objectives, and take care of tasks such as changing life insurance ownership and updating account beneficiaries.

Risk management

Legal professionals often require special concentration on risk management. Whether you are an in-house lawyer, part of a partnership, or managing an individual practice, protecting yourself with supplemental malpractice and professional liability insurance can be imperative.

Along with insurance policies designed for your occupation, through our affiliation with North Star, our insurance consultants can also help you protect your income, assets, and family through life, disability, and property and casualty policies.

The North Star difference

When you work with an associate in the North Star Law Division, you benefit from their individual experience, but you also access the collective knowledge of the Division’s dozens of financial professionals specializing in work with legal professionals and the many specialists and resources present at North Star.

Related resources

Worksheets and checklists
Financial goals and objectives
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Brochures
Wisdom versus information: There is a difference
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