Clients Going Through Divorce

As a former practicing attorney, and through life experience, I seek to play a meaningful role in the divorce process for my clients.

WE SPECIALIZE IN PEOPLE GOING THROUGH DIVORCE

As a former practicing attorney, and through life experience, I seek to play a meaningful role in the divorce process for my clients. With my vast experience and the resources of this wealth management firm, we are able to make recommendations to clients that can address tax implications, retirement plans, investments, insurance, cash flow, estate planning, education planning, and much more. As a CFP® and Certified Retirement Planning Counselor, I can perform the critical role of helping clients understand their goals and forecast the ramifications of various financial decisions. Once divorce is finalized, I can help clients sort out their new financial situation, and guide and educate them on an ongoing basis.   

Handling complex financial matters on your own can create costly mistakes.   

In addition, I have a number of home office resources and specialists who can assist for no extra charge in matters beyond my scope.