For over 10 years, we built our practice by helping trial lawyers plan and navigate the complexity of cash flow management, taxes, and investments. With complexity, there come opportunities to strategize what is best for you. As lawyers have a fiduciary responsibility to their clients, we do, too. Our fee-only approach limits conflicts of interest, which runs rampant in the financial service industry.
The financial planners at Costello Financial Planning are ready to assist trial lawyers with wealth management and financial planning at every stage of life. Serving clients in Ann Arbor, Chicago, and beyond, we are poised to help you make financially sound decisions that make sense. Get in touch with us today!