When Emotions are High, Clarity is Critical.

What is Divorce Planning?

Who Is Divorce Planning For?

Divorce planning is for either spouse who is:

Currently considering divorce
Currently in the process of divorcing
Already divorced

Our Divorce Planning Strategies

The last thing you want to do is let the divorce attorneys determine what your financial future will look like post-divorce. We work with your attorney to ensure you’re getting the best financial outcome possible. Our divorce planning strategies create clarity within your finances, so you can deal with the emotional toll separate from the financial toll a divorce often takes on people. You may want to stick it to your (soon to be) ex. That’s ok, but let’s make sure you come out on top, instead of the IRS.
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It’s important to understand that equalization isn't always fair and equal. Carefully considering the tax benefits or costs are often the best way to allocate and separate funds. Doing half of everything really isn’t most beneficial for either party. There are complexities, especially under the rules of alimony, that can actually help both parties maximize their output.

Wealth is built and protected. Starting today will make a huge difference in your future.

Learn & Connect

When it comes to growing and preserving your wealth, knowledge is power. Whether you decide to work with us or not, these resources are here to help you make the best decision possible with your wealth planning.
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Blog

Roth IRA Versus Traditional IRA, Which is Right for You?

Blog

2023 Mid-Year Commentary

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