Divorce and Legal Settlement Recipients
SOUND Wealth Management Group (SWMG) understands the complexities and uncertainties that envelop legal proceedings and settlements. The heightened emotional state of legal proceedings can lend itself to rash decisions, so navigating the process successfully requires careful planning and consideration.
SWMG assists individuals and families to analyze and organize financial assets (including financial affidavits), and will work with you and your team of trusted professional advisors to aid in protecting your interests during the pre-discovery, through negotiation, and after legal grant settlement. Sound Wealth Management Group will take the time to understand you and your family, and will constitute tailored financial plans and counsel to sustain the wealth you have created. We will help evaluate cash flow and liquidity, develop a budget, and illuminate the implications of large monetary changes – especially factoring in tax implications. Further, we can work with your legal professional in establishing or updating estate documents and beneficiaries, reviewing account structures (such as creditor protected trusts and qualified accounts, and/or personal and family corporations), and work with them to provide you alternative liability management tools to mitigate the potential negative impact to existing assets.
SWMG is overt and forthcoming with investment management. As an Accredited Investment Fiduciary® (AIF®), Gary has the training to implement a prudent process into the investment practices of SOUND Wealth Management Group.
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This material is not intended as tax advice. Please consult your tax advisor for further information.