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© 2020 Brickley Wealth Management
Learn How Brickley's CPA Firm Helped a Law Firm Owner Choose the Right Retirement Plan for Herself and Her Employees, while preserving the future of the firm.
Case Study

Retirement and Business Planning for the Owner

Retirement
Investing
Company Planning
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‍The Opportunity

Emily owns a law firm and has a few employees. She wants to understand and choose a retirement plan option that takes care of her employees and herself. Emily is seeking guidance on increasing employee benefits while preserving the future of the firm. 

The Solution

Brickley’s CPA firm helped her pick a defined benefit and a defined contribution plan, like a 401k, based on the plan’s requirements and tax savings. We took the time to understand Emily’s goals and the potential benefits for her company. 

  • Brickley connected Emily with a third-party administrator to help set up the plan to meet her needs. 
  • Brickley analyzed the plan’s suitability to her goals, managed the plan’s investments, and supplied the plan administration firm with Emily’s account information.
  • We arranged for the contributions to be received from Emily’s firm and invested timely and per the employees’ wishes.

Services Focus

  • Retirement Planning
  • Investment Management

Value of Assets Under Mgmt.

$15MM

Relationship Timeline

8+ Years

Company Size

200-300

Disclaimer

We encourage our clients to provide testimonials on their experience with our firm in their own words.  We appreciate their testimonial however we do not compensate them in any manner.  We are sharing the positive experiences the clients have shared with us on this website. To help protect the clients identity we are not providing their full names.

Retirement and Business Planning for the Owner

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1900 O'Farrell St #330, San Mateo, CA 94403
Contact@brickleywealth.com
(650) 638-0111

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