With a Certified Divorce Financial Analyst™ as a part of our advisory team, PARAGON is uniquely positioned to provide extraordinary service and support to individuals considering or going through a divorce.
For individuals divorcing in Florida, we can assist you with the following planning services:
Pre-Divorce Financial Counseling and Planning - Help one or both spouses get more comfortable with their new financial responsibilities.
Equitable Settlement Recommendations - Quantify and visualize what you feel is a financially fair settlement.
Future Value and Income Projections - Plan future income streams generated by your assets.
Retirement Plan Withdrawals - Will you need to withdraw funds from retirement assets for financial needs today? Careful planning may help you make better decisions pertaining to taxes and early withdrawal penalties.
401(k) and IRA Issues - Struggling with how to split these dollars and avoid or minimize tax issues? Let us help you understand your options.
Pension and Employee Benefits Valuation - Put a dollar value on these assets today so you can negotiate a fair division of future assets.
Post-Divorce Financial Planning and Investment Solution - After divorce, your financial picture often looks very different. Frequently, significant assets are put in the hands of a spouse who is not used to managing the money. Maximize your financial situation so you can live the best financial future possible.
Free Reports:
- Prenuptual Agreements - A Strategy Often Overlooked
- 13 Tips to Surviving Divorce Financially
- Nine Things a Retiring Woman Should Know
Investment Advisory Services Provided by PARAGON Wealth Strategies, a Registered Investment Advisor.
