USA Investment Portfolios

Len has been in the financial services industry for over 25 years helping individuals and families develop a written financial plan to work towards reaching their financial hopes and dreams effectively. He is a Certified Financial Planner Professional (CFP) and a Certified Divorce Financial Analyst (CDFA).

Would you benefit from having professional advice when it comes to planning your financial future? I work as your partner to help you understand your options and help you build and protect your assets. How can I make sure my estate is left to family members, and does not get depleted by probate court and government taxes?.

Did you know 70% of people over the age of 65 require some type of long-term care during their lifetime? Until now, your only options have been to pay out of pocket or purchase long-term care insurance. But paying out of pocket risks using up all your assets, and long-term care insurance can be expensive, subject to constant rate increases and wasteful if you never need it.

With the average life span increasing, many of us will have 30 years of retirement or more. Yet, an increasing number of people do not know when they will retire. Others have simply delayed their retirement. I can show you some long term investment strategies and vehicles to help you meet your retirement savings goals, minimize your estate tax liability, and provide security for your spouse/family.

Divorce Financial Solutions is one of the premier providers of divorce financial planning in Florida and across the United States. We work with divorcing individuals, attorneys, mediators, and collaborative teams to provide clarity on the complex issues that arise before, during, and after a divorce.