Post-Divorce Planning built for this specific moment.
Services Include:
- Settlement Review
- Financial Roadmap
- Investment Management
- Risk analysis
- Cash flow analysis
- Planning with taxes in mind
- Coordination with your tax and legal advisors
- Ongoing maintenance of plan
- Education and resources
Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.