People affected by Divorce

Fact: about half of all marriages end in divorce. Typically, one of the spouses will take a more active role in managing the family's finances, putting the other partner at a considerable disadvantage following the divorce.
Many family law attorneys see the advantage of including a financial advisor early in the divorce conversations.  We:

  • help prepare the financial information the attorney will need
  • review information provided by the other spouse
  • assess the marital assets subject to equitable distribution
  • address tax issues
  • construct a Family Financial Model to evaluate various settlement options

We work as a team with our client's attorney and other advisors to ensure the best possible outcome.  A financial advisor with expertise in the unique issues of divorce is vitally important, considering the long-term ramifications of the decisions.

Barrons

Barron's first ever listing of Top 100 Independent Financial Advisors for 2007. More

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