At First Light Wealth, we work with lawyers who are preparing to retire—or already have—and want to make this next chapter just as intentional as their career.
We help minimize taxes across your retirement years with smart withdrawal strategies and coordinated planning with your CPA.
We help you determine if you have enough to retire—then build a plan that makes your money last.
Retirement isn’t just about leaving law—it’s about what comes next. We help you plan for purpose, not just finances.
From insurance reviews to estate planning coordination, we ensure your wealth supports your loved ones and your values.
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Ages: 42 & 40
Career(s): Lawyer & freelance designer
Top Goals: Managing monthly income better, pay less in taxes, consider firm ownership
Guiding Jim & Sandy through a transformative financial process, we visualized assets, debts, and spending.
We directed funds towards goals that aligned with their values, relieving overspending concerns.
Crafting short and long-term plans, we explored Jim's law firm ownership while securing retirement and college funding.
Realigned investments for a long-term market view and established biannual meetings for accountability.
Leveraging Jim's retirement benefits and implementing a company plan for Sandy's business, we assembled a plan to reduce taxable income, ensuring a holistic and strategic financial journey for Jim & Sandy.
Jim & Sandy finally felt secure in having a trusted partner they can share thoughts and ideas with
A sense of guilt-free spending, as all the important financial boxes were already checked
Gave confidence that they were making process towards their goals & actually building wealth along the way
Allowed Jim to feel motivated again about the work he was doing (And even got him back in the gym!)
This call simply gives us the opportunity to meet briefly to get acquainted with one another. Ultimately, we’d like to uncover the main “pain points” that have prompted your call. We’ll share an overview of our planning process and mutually decide if it makes sense to keep the conversation going.
Weekly insights on retirement planning, tax-planning strategies, and finding purpose beyond the courtroom.
In this free 22-page guide, you'll learn how to:
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Financial planning & investment management services for families & businesses
📍405 E Chocolate Ave, Suite 101 A, Hershey, PA 17033
Serving clients virtually nationwide
