Senior PIM Portfolio Manager, Managing Director - Investments
During this challenging time, I can assist in creating a plan to navigate uncertain times. I can provide perspective and knowledge no matter how unique the circumstances may be. With insight, clients gain clarity and confidence to make the best financial decisions on critical wealth management issues. Divorce can also have a profound impact of retirement and long-term investment plans, which is why it is important to put together an investment strategy for current and future income needs, using risk mitigation techniques to protect personal interests.
Get trusted advice and guidance for the questions that come up, including:
How will the divorce impact my day-to-day budgeting and cash flow?
What is the best way to prioritize my short- and long-term financial goals?
How will educational expenses affect my cash flow?
How should I adjust my retirement savings strategy?
Do I need to review my insurance coverages?
How will my plan support my children going forward?