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Financial Planning for Divorcing Couples

We provide comprehensive financial planning services through Raymond James Financial Services and its affiliates to couples or individuals going through the divorce process.  We help advise our clients regarding financial issues during the divorce settlement process and in the post-divorce implementation of the client’s settlement. 


This includes:

  • Investment Account Re-titling

  • Investment Account Management

  • Spousal 401k Transfers

  • Life Insurance to Protect Settlement Agreement

  • Children’s Education Planning

  • Investment Income Management for Living Needs

  • Beneficiary Changes on Accounts

  • Retirement Planning

  • Budgeting 

Who is a good fit for our services?


  • Individuals who have never handled the finances during their marriage.

  • Individuals who need solutions to providing income post - divorce.

  • Individuals seeking someone they can trust to help them make sound financial decisions post - divorce.

  • Individuals with multiple investment and bank accounts requiring division.

Our Values & Business Philosophy


FIRST, we believe that any financial advice given in regards to a client’s divorce situation must be tailored to each client’s specific needs.  We spend considerable time listening to our client’s to better understand their post-divorce financial objectives.  It is only when we gain such understanding that we can create a financial plan designed to achieve their goals. 


SECOND, we tend to be conservative and we encourage our clients to develop reasonable expectations.  We understand that the divorce process is sometimes a long and difficult endeavor that requires patience and understanding.


AND FINALLY, we understand that our clients have plenty of choices regarding where to do business.  We believe they choose to do business with us because of the exceptional service we provide and the value we place on relationships.  Many of our clients come through referrals from existing clients to their friends, family members, and business associates.


OUR CLIENTS expect service excellence.  Our “How can we serve YOU” approach is the basis for the relationships we build with our clients.  Returning your phone calls and answering your questions in a timely manner is the basis for that relationship. We put your interest first, we act with integrity and honesty, and we strive for excellence in every facet of our practice.  




"How Can We Serve You"


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