Post-divorce Financial Planning

describe the image Once the divorce is final, you know what you have in terms of financial assets and what your annual income will be; but now, who do you turn to for assistance in setting the building blocks for a secure financial future? You may need answers to these extremely important questions:

  • How will I retire?
  • How do I invest now for short-term liquidity and long-term growth?
  • How will my family be financially protected if I cannot work, lose income associated with my settlement, or die prematurely?
  • How can I minimize income taxes and continue to grow my assets?

John Faggio, CPA, CFP® is an independent, financial advisor serving Howard County and the surrounding areas. He has been helping people reach their financial goals for over twenty-five years. His expertise in College Planning has enabled his clients to send their children to the college of their choice, without harsh financial burdens. He is experienced in helping clients attain their goal of financial independence through a focused and disciplined retirement planning process. He manages his client's portfolios as he does his own, with an emphasis on risk reduction and cost effective fees.

Once your divorce is final, you can discuss these and other financial planning issues with John. He can then develop and implement a sound financial plan that suits your future goals, time horizon, and risk tolerance.

Note that John cannot provide these additional services if he was the Financial Neutral in your Collaborative Divorce Process. John cannot discuss these issues with you until your divorce is final if he is an Expert Witness in the litigation process.

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