Attorney Resources

We understand the divorce process and are positioned to assist the client and attorneys through the financial mine field presented by a divorce.

Divorce Forms

FORM 1

Divorce Packet

FORM 2

Going Through A Divorce

FORM 3

Retirement Assets Awarded in Divorce

FORM 4

Social Security Benefits for Divorcees

FORM 5

7 Key Ages of Retirement

FORM 6

Navigating Divorce

FORM 7

Preparing for Retirement

FORM 8

Retirement Expense Analysis

WE ARE DIFFERENT IN WHAT WE DO

Guy’s previous career as a Board Certified Family Law Attorney gives him a different perspective. He understands the divorce process and is positioned to assist the client and attorneys through the financial minefield presented by a divorce.

How Can We Assist

Inventory Reviews
Mediation and Financial Strategies
Transfer of Retirement and/or 401k Accounts
Assist in Beneficiary Designation Changes

Why Work With a Financial Advisor?

Ensure your client is provided with proper financial advice
Complimentary Service for you and your clients
Reduced liability by having in depth financial research to support your case
Reduce Financial misunderstandings
Assist in Financial Strategies