Preparing for Tomorrow: A Resource for Lawyers

Worley Erhart-Graves Financial Advisors is proud to sponsor the Indiana State Bar Association’s (ISBA) recently released first edition of Retirement and Succession Planning: A Guide for Indiana Attorneys.

This guide is designed to be a comprehensive resource to support Indiana attorneys in planning their retirement and business succession. It addresses the unique professional, financial, and ethical considerations lawyers face when retiring, including maintaining fiduciary duty to clients, ensuring financial security, transitioning clients to successors, and managing personal well-being in retirement. We believe this is a valuable resource for attorneys of all specialties to reflect on and evaluate no matter the stage of their career.

At Worley Erhart-Graves Financial Advisors, we have a shared focus on structured, ethical, and thorough planning. Our services aim to empower Indiana attorneys and other individuals to feel confident and secure in a well-planned financial future. We build comprehensive, tailored financial plans, unique to each individual’s situation and goals. Whether you are just starting your career, getting ready to retire, or in retirement, we can work with you to understand and align the various aspects of your financial life.

If you are ready to get started, contact us at 317-872-5090 or christina@wefinancialadvisors.com.

- Kyle McCune, CFP®, Worley Erhart-Graves Financial Advisors