FOR THOSE DEALING WITH DIVORCE AND WEIGHTY FINANCIAL DECISIONS
Divorce brings with it an untangling of shared assets and many financial decisions. It may seem daunting at times. That’s why you should seek the advice of professionals who can create a personalized plan for your financial situation and will put your best interests first.
Putting our experience to work for you, we help you avoid common pitfalls and move toward your goals, beginning with forecasting what it means to go from two incomes to one. We also place special emphasis on retirement planning post-divorce.
Once you have a clearer picture of your financial situation going forward, we perform a comprehensive review of your beneficiaries and estate planning documents so you can make updates as needed. We can coordinate with your attorney to ensure your wishes are reflected in all planning documents.
We will also coordinate with other professional advisors such as your CPA to ensure you have insight into how your taxes were affected by the divorce. Through a thorough process, we gain a comprehensive view of your financial life and help you move forward with confidence.
- Retirement Income Planning
- Wealth & Investment Management
- Banking & Lending Solutions
- Legacy Planning
- Wealth Transfer
401(k) Savings Calculator
401(k): Spend It or Save It
403(b) Savings Calculator
Amortizing Loan Calculator
Asset Allocation Calculator
Benefits of Spending Less
Cash Flow Calculator
Certificate of Deposit Calculator
College Savings Calculator
Company Stock Distribution Analysis
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.