As a father and son team we have over 80 years (Michael has 23 and Sid has 59) of combined experience in the financial services industry. Michael’s qualifications include a CPA, Personal Financial Specialist™, CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Divorce Financial Analyst™ practitioner.
This background can help create a foundation for the review of the many complex tax and financial situations that our clients are faced with each day. Having received the Certified Divorce Financial Analyst™ designation from the Institute for Divorce Financial Analysts, Michael has specialized training that enables him to analyze the long-term financial and tax impact of a divorce. This analysis can help clients understand which assets to fight for and which to avoid. Michael has helped pre-divorced clients with critical decisions concerning personal vs. marital property, spousal and child support, and valuing and dividing property.
Call the office for a complimentary consultation.