PROVIDE FINANCIAL ADVICE AFTER THE DIVORCE TO DEFINE LONG-TERM GOALS, DEVICES NEW ACTION PLANS, AND ASSIST IN IMPLEMENTATION

 

• RETIREMENT PLANNING – Defining when and how much will be needed at retirement 

• INVESTMENT MANAGEMENT – Implementing and reviewing retirement  and other goals

• TAX COMPLIANCE  with a focus on the specialized complexities that arise post divorce.

• ESTATE PLANNING – Transferring assets to future generations given new family dynamics.

• INSURANCE PROTECTION – Evaluating and Implementing  appropriate coverage to prevent financial ruin in the event of a catastrophe.