FOR THOSE DEALING WITH DIVORCE AND WEIGHTY FINANCIAL DECISIONS
Divorce brings with it an untangling of shared assets and many financial decisions. It may seem daunting at times. That’s why you should seek the advice of professionals who can create a personalized plan for your financial situation and will put your best interests first.
Putting our experience to work for you, we help you avoid common pitfalls and move toward your goals, beginning with forecasting what it means to go from two incomes to one. We also place special emphasis on retirement planning post-divorce.
Once you have a clearer picture of your financial situation going forward, we perform a comprehensive review of your beneficiaries and estate planning documents so you can make updates as needed. We can coordinate with your attorney to ensure your wishes are reflected in all planning documents.
We will also coordinate with other professional advisors such as your CPA to ensure you have insight into how your taxes were affected by the divorce. Through a thorough process, we gain a comprehensive view of your financial life and help you move forward with confidence.
Services Include
- Retirement Income Planning
- Wealth & Investment Management
- Banking & Lending Solutions
- Legacy Planning
- Wealth Transfer
