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We believe that financial education helps to inspire and support our clients so they can pursue what is next in their journey with confidence. Further, as serious and dedicated professionals in our industry, we feel it is our responsibility to extend our knowledge not only to our clients, but also to prospective clients, business partners, and friends in our local communities. The Colony Group has partnered with Worth Magazine to provide expert insights on topics most important to those communities we serve.

How Should Lawyers Work With Financial Advisors?

In recent years, lawyers have found themselves increasingly drawn into the world of financial planning. The new realities of earlier retirement, lower capital market assumptions, longer life expectancy and rising healthcare and retirement costs all but ensure that even the busiest attorneys will at some point be forced to engage in a personal financial planning process.

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