The Financial Ripple Effects of Divorce
Our team is composed of CDFA, CDLP, CPA, Investment and Insurance Advisors that work together to help our clients start their financial recovery process quickly.
Financial Services and Solutions for Family Law Clients
A Holistic Approach: Consulting is only part of the equation. Providing complete solutions for how to split the assets and where to invest is what truly differentiates our services.
Solutions for QDRO’s and Transfers
401k/IRA/Pensions
Financial Advising
Reallocation of investments
Mortgage Solutions
Refinance/Reverse/Sale
Insurance Solutions
Life insurance, Homeowners & Auto updates
Estate Planning
Documentation updates
Teaching Builds Understanding: Often there’s one party to a divorce that has not been involved in or understand financial matters. We take the time to educate our clients through our process, The Ripple Effect of Financial Decisions.
Attorneys - Why Partner with Us?
Comprehensive Solutions for Your Clients: We offer a complete approach by combining divorce financial analysis with the financial solutions your clients will need to improve recovery and outcomes.
Contact Us Today!
