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Divorce Planning and Financial Analysis
One or both spouses facing divorce ultimately
want to know:
- Am I going to get a fair settlement?
- Will your settlement enable you to move on with your life?
- What is the true financial impact short and long term?
- What are the financial benefits and risks in your final agreement terms?
Ideally, you want to know this before accepting a final settlement proposal.
Without specialized, divorce financial planning and analysis you increase the risk of
ending up with an incomplete, one sided or financially flawed settlement.
Our specialized divorce services include planning and analysis of:
- Overall financial needs and objectives.
- Spousal support needs and options.
- Child support needs and options.
- Debt allocation and payment issues.
- Inventory, valuation and division of assets.
- Investment accounts
- Pensions and retirement accounts
- Personal property
- Special assets
- Real Estate Considerations.
- Division, continued ownership or sale?
- Post Divorce financial planning
We handle every divorce as the unique situation it is. We help you review and
clarify both your life and financial goals. We provide you with individualized, divorce
financial education. We provide comprehensive financial analysis of your financial assets;
develop settlement option trend analysis and personal financial advice.
SRM Advisors
6600 SW 92nd Ave., Suite #140, Portland, OR, 97223
Tel.: 503-244-8905 or 800-729-0244 Fax: 503-863-5963 Email: divorce@SRMAdvisors.com
Securities offered through Cambridge Investment Research,
Inc., a Broker/Dealer, member FINRA/SIPC to residents of AZ, CA, CO, FL, IA, ID, MA, MD,
MN, NV, OR, & WA.
Financial Planning Services offered through SRM Advisors, a Registered Investment Advisor.
Cambridge and SRM Advisors are not affiliated.
Copyright © SRM Advisors. All rights reserved.
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