Selecting a financial service company is an important decision. You want a financial professional that's experienced enough to serve all your needs, yet, personal enough to provide enough individual attention to answer all of your questions. Our office combines a wide range of financial services with a client-centered philosophy.
Whether you want a full-service firm from A-Z, or a sounding board for those who like to do it yourself, we have what you need to reach your goal. We're sure you will find all the information you are looking for!
Whether you want a full-service firm from A-Z, or a sounding board for those who like to do it yourself, we have what you need to reach your goal. We're sure you will find all the information you are looking for!
Services
The definition of Financial Planning is the process of determining how an individual can meet life goals through the proper management of financial resources. Why are so many people finding themselves in a financial mess? Financial Planning is complicated. It is the one subject not taught in school.
A CDFA can help you provide you with a clearer view of your financial future. With that clarity, you can negotiate a divorce settlement that fully addresses your immediate financial needs, and avoid long-term financial pitfalls due to poor choices made based on the lack of financial familiarity.
Working with you and your family law attorney, a CDFA can forecast the long-term effects of various divorce settlement options, including tax liabilities and benefits, develop detailed household budgets to avoid post-divorce financial struggles, and help you think thought what your divorce will realistically cost in the long run.
Working with you and your family law attorney, a CDFA can forecast the long-term effects of various divorce settlement options, including tax liabilities and benefits, develop detailed household budgets to avoid post-divorce financial struggles, and help you think thought what your divorce will realistically cost in the long run.
The standards by which we conduct our business and the commitment we bring to our clients. The mission of the Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP Certification and upholding it as the recognized standard of excellence for personal financial planning.
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