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Divorce Financial Planning

Divorce Financial Planning

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CliftonLarsonAllen Wealth Advisors, LLC

Effective February 25th, 2012, Clifton Gunderson Wealth Advisors LLC is providing Investment Advisory Services through CliftonLarsonAllen Wealth Advisors, LLC (“CLA Wealth Advisors”), an SEC Registered Investment Advisor. On January 2, 2012, the accounting and consulting firms of Clifton Gunderson LLP and LarsonAllen LLP combined to form a new firm, CliftonLarsonAllen LLP. CLA Wealth Advisors is a separate legal entity that combines advanced techniques and tools in tax, estate, retirement, financial, and investment planning with the insight and experience of our wealth advisors. Our national wealth advisory practice is among the top five in the accounting profession with nearly $3 billion in assets under management. More

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.

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