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Our Mission
Our mission is to serve our divorce clients with the best tax, financial and investment advice prior to, during and after divorce. We strive to be the most competent financial advisor in our field so we may provide education, peace of mind, and security for our clients.
What We Do
We bring together the process and understanding of the financial aspects of a divorce and the financial outcome afterward. We provide expert financial analysis to determine the best property, Alimony and Child support settlement possible. Our expertise is working with individuals that need help with the specialized area of divorce.
Through our experience, we will analyze and assess the married and separate assets and liabilities and calculate the income and expenses so we can prepare a written divorce plan quantifying the future outcome of the divorce.
As part of our divorce plan, we will help determine a proposed property settlement and the alimony and child support payments that should be made. We evaluate and take into consideration tax planning, cash flow, investment return, inflation and major purchases that will have a future impact in the years to come. We will determine the long-term outcome of a lump sum settlement and how long your assets will last based on your monthly budget. Further, we will meet with you to discuss and review the divorce plan so you understand the financial impact and your future direction. Our support doesn't end after the settlement. We will be available to help you with financial planning, asset protection, tax planning and preparation, and investment management of your portfolio in the future. Most important, we work diligently and in union with your attorney so together we can provide a comprehensive approach to gain you the best outcome through your divorce.
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