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Working through a divorce can be extremely difficult, especially when it comes to  dividing assets.  Unfortunately, if you are unsure of the value, liquidity, and tax benefits and/or consequences of your assets, you may end up with an unfair settlement.  If you are just beginning the process, we can work with you to value your assets and give you the knowledge to know what you want.  If your divorce has been finalized, we will assist you in starting your new life by developing a financial planning strategy that is easy to understand and will allow you the financial freedom you need to focus on moving forward.

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Examine Your Finances   Accumulating Wealth   Preserving Wealth   Managing Taxes   Planning for Retirement   Protecting Money
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CA Insurance License #0E49845.  Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Guide My Finances is not an affiliated entity of the Securities America companies.  Securities America and it's representatives do not provide legal or tax advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information. Licensed to offer securities, insurance, and advisory services in the state of California. The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. The Registered Representative does not guarantee the accuracy and completeness, or resume liability if such events do not come to pass. Such information or opinions is subject to change without notice.

 

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