Divorce can change nearly every part of your financial life. We help you understand your financial picture, protect what matters and build a plan for your next chapter.
Planning for Your New Income & Lifestyle
Creating an investment and retirement strategy designed around your new financial circumstances.
Working alongside your attorney, CPA and other professionals when appropriate to help coordinate the financial pieces of your plan.
Reviewing beneficiaries, accounts, insurance, Social Security considerations and longer-term financial goals.
You don't have to have every financial decision figured out before meeting with us. We can help you understand where you are today and develop a strategy for moving forward.
Schedule a Confidential Conversation
Check the background of this investment professional on FINRA’s BrokerCheck
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera Investment Services and Cetera Investment Advisers are under separate ownership from any other named entity.
Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com