Divorce is part of your journey. It is not your destination.
GOING THROUGH A DIVORCE
Divorce is part of your journey. It is not your destination. Divorce is a major life change that can bring emotional and financial stress. We understand this is a difficult time for you. Your financial advisor can be a trusted resource to help you walk through many of the financial decisions you may need to make. This checklist can help you consider important financial decisions to address as a result of divorce.
WE ARE DIFFERENT IN WHAT WE DO
We understand this can be a challenging time and although this checklist is a starting point, your financial advisor is also available to assist you and help ensure your financial best interests remain the priority.
HOW WE CAN ASSIST
Mediation and Settlement Strategies
Transfer of Retirement and/or 401(k) Accounts
Assist in Beneficiary Designation Changes
WHY MEET WITH A FINANCIAL ADVISOR DURING OR AFTER A DIVORCE
Meeting with a financial advisor helps ensure that you have been provided with proper financial advice as you begin the divorce recovery process. Most clients find this complimentary service that we provide to be the helpful springboard to a fresh start and a sound future. This important step in the divorce process helps protect you regarding any questions you may have regarding withdrawals/rollovers from the monies you have been awarded. Proper planning may help avoid unnecessary tax and penalties on the monies you and your counsel have worked so hard to protect.
Quote from Guy
“We strive to provide you with unmatched service and education and face challenges right by your side.”