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We support and seek to strengthen your client case with the goal of obtaining a better financial settlement by optimizing asset division from tax, cash flow and income stand point through in depth financial data analysis to provide smart strategies to your client.
Divorce Settlement Analysis
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Review, Analyze and Optimize Cash Flow
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Create Equitable Asset Division Proposal
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Evaluate Tax Consequences of Settlement
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Perform Tax Analysis of various settlement options
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Review and Propose Alternate Settlement Options
Post-Divorce
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Oversee Asset Transfers
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Establish Workable Budget
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Create Asset Management Systems
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Manage Investment Portfolios
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Monitor and Update Financial Plan
Long Term Planning
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Determine and Prioritize Goals
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Project Retirement Needs
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Analyze Insurance Needs
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Build Investment Portfolio
This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation