Your Guide to Divorce Financial Planning
A comprehensive guidebook for managing your finances before and after divorce
Download your free guide today, and reduce the stress that comes with mapping out your financial life pre- and post-divorce. You’ll learn:
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- Financial mistakes to avoid in your divorce
- Ways to divide your money in a divorce
- What to expect regarding Social Security and health insurance after divorce
- How to revise your estate plan and file taxes after divorce
Download your free guide today!
Your complimentary guide includes checklists for critical financial tasks you should complete before and after your divorce. Protect your wealth by having a proactive financial strategy informed by this guide from our team of specialists.
* Available to individuals and families in the U.S. with $100,000+
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#1 Independent Advisory Firm (2017)*
Named to Top RIA List (2014-2020)*
Named to Top RIA List (2012-2022)*
Why Use a Fiduciary Financial Advisor
As a fiduciary, we're always looking out for your best interests. This includes looking at all aspects of your financial life. We'll start by learning what matters most to you as well as what your goals are and when you want to achieve them. Then we'll work with our in-house specialists in tax, estate and insurance to provide you with a customized financial plan unique to you.
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on
your behalf. This approach helps ensure our interests are aligned with
yours - we succeed when you succeed.
