A CDFA® Financial Advisor Can Help You

A CDFA<sup>&reg;</sup> Financial Advisor Can Help You

If you are contemplating or been asked for a divorce you may be wondering, ‘what should I do or where should I go?’

As a financial advisor who has obtained the Certified Divorce Financial Analyst® designation, I can help guide individuals or couples through the divorce process. By listening to you about your goals and answering your questions, I will then analyze your financial information, prepare a written analysis and provide options to assist you in making informed decisions about your financial situation now as well as into the future. A CDFA® professional can help spouses understand: Separate and Marital Property, Property Valuation and Division, Spousal Maintenance, Child Support, Marital Home Affordability, Retirement Plans, Pension Settlement Options, and Tax Strategies.

My goal is to be a guide and resource for you. I can provide the financial information you, your spouse or attorney needs to make informed financial decisions regarding your financial future and your family's.

A CDFA<sup>&reg;</sup> Financial Advisor Can Help You

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

Years of Experience ?

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)