Divorce Services

Taking investments, retirement accounts, pensions, businesses, expenses, rental properties, and taxes into consideration, we can SHOW you how various property settlement options will impact your financial future.

• Collecting the financial and expense data and creating the financial affidavit.
• Helping the clients identify the lifestyle they desire.
• Helping the clients identify their future financial goals and create a spending plan.
• Providing you and the clients with exhibits, explaining various property settlement options in common sense terms.
• Managing the clients’ expectations as they relate to the property settlement and keeping them focused on the process.
• Providing Lifestyle Analysis and Property Tracing at a much lower cost than the big firms.

How many times have you heard?

“I want to stay in the house, but can’t qualify to refinance. What are my options?”

“I have this pension statement, but what’s it really worth?”

“I know there should be spousal maintenance, but I’m struggling with how much for how long.  Can you help?”

“We own a business.  How do we handle it now that we’re divorcing?”

Why risk your career by having clients negotiate essential financial issues that are not your specialty?  Partner with us.  We can help you by offering your clients various settlement options and explaining the financial impact of each.

We can help you help your clients make an informed decision by taking their investments, retirement accounts, pensions, businesses, expenses, rental properties, and taxes into consideration and showing them how various property settlement options will impact their future.

At this point, YOUR accounts need to be consolidated, YOUR QDRO completed, YOUR old bank accounts closed, YOUR new accounts opened, YOUR will updated, etc.  While it is all about YOU, it can be overwhelming.  Let us help you plan your financial future so you don’t miss anything important.

We’ll work with you as long as necessary to ensure that ALL of the terms of your settlement agreement are completed and you get the assets you’re entitled to receive.

As an investment advisor with over 18 years of experience as well as a Certified Divorce Financial Analyst, Amy and her team are equipped to help you manage your financial life post-divorce, ensuring your financial plan has the best chance of success.

As a full-service financial advisor with Retirement Wealth, Amy can help you bring your vision for your new life to fruition with comprehensive financial planning.

Here’s how Amy can help:

• Investment Advice and Management
• Retirement Planning
• Education and College Savings Planning
• Tax and Insurance Assessments

Retirement Wealth