Firm Overview
The Lichtman & Associates Advantage
In uncertain environments, faced with complex problems, breadth of experience is invaluable. An attorney, accountant, and financial advisor, each narrowly specialized, risks missing the bigger picture. And, all too often, we ask these specialists to magically extend their skills beyond their areas of expertise. At Lichtman & Associates, we work across contexts building bridges between these fields to meet the complex legal and financial challenges our clients face today.
How We Deliver Value
We seamlessly integrate sophisticated legal, tax and financial advice to protect your assets, grow your wealth and transfer future earnings to ensure your legacy. Our work with clients is a dynamic process. As your life changes; as your wealth grows; and, as laws change, so do your planning and financial needs. We intend to be there with you to guide you every step of the way. As a testament to our commitment, we often serve as advisors to several generations of the same family as well as advisors to both family and friends.
