Clifton Gunderson LLP - A nationwide firm of Certified Public Accountants and Consultants

Divorce Financial Planning

Clifton Gunderson’s divorce consulting group specializes in providing financial guidance to family law attorneys and their clients during and after divorce. Our experienced professionals are Certified Divorce Financial Analysts (CDFA™), Certified Financial Planners (CFP®) and Certified Public Accountants (CPA) focused on helping clients secure a financial future.

We understand divorce is a time of emotional turmoil and financial upheaval. The lengthy divorce process can strain your finances and emotions, leaving you feeling out of control. With the right preparation, you can help protect your interests, take charge of your future, and save yourself time and money. Engaging a team of professionals that is experienced and dedicated to serving individuals going through a divorce is paramount to your peace of mind and financial security.

Financial Services Include

• Financial Education - Clearly define the financial implications of dividing marital assets, including understanding of debt, tax liability and/or penalties associated with transferring and liquidating marital assets.
• Document Compiling and Organization - Compile financial documents needed to complete the marital net worth statement, capture lifestyle expenditures and project future financial needs.
• Divorce Settlement Analysis - Compare and contrast settlement options and the financial implications of each.
• Post-Divorce Services - Provide long-term financial solutions and investment services during the financial transition of divorce.

To schedule a complimentary, no obligation consultation, please call (888) CPA-FIRM or email us at Divorce@cliftonfinancial.com.

Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.

Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.

CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.

The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader's specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.