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Dave Hajek, JD, CPA, CDFA
Jason Llewellyn, CPA, PFS
Jama DeHeer, CFP, CDFA
9339 Priority Way West Drive, Suite 200
Indianapolis,
Indiana
46240
Phone: 317-574-9100
Fax: 317-574-9707
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Clifton Gunderson’s Indiana divorce consulting group specializes in providing financial guidance to family law attorneys and their clients both during and after their divorce. Our professionals are Certified Divorce Financial Analysts (CDFA), Certified Financial Planners (CFP®) and Certified Public Accountants (CPA) with years of experience helping each client secure their financial future.
We understand divorce is a time of emotional turmoil and a time of financial upheaval as well. The lengthy divorce process can strain your finances and leave you feeling out of control. With the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. Establishing a team of professionals dedicated to serving individuals going through a divorce is paramount to your peace of mind and financial security.
Let our experienced financial advisors prepare your divorce settlement analysis, providing you the financial knowledge and confidence needed to negotiate your divorce settlement more effectively.
What is Divorce Settlement Analysis?
Divorce settlement analysis is designed to clearly understand the financial implications of each marital asset. Many marital assets have debt, tax liability and/or penalties associated with them. To accurately reflect the net value of each marital asset, a clear understanding of these liabilities is critical.
The divorce settlement analysis looks at the net value of proposed settlement offers, estimates maintenance needs, analyzes long-term cash flow and net worth projections, compares and contrasts settlement proposals and develops alternate settlement proposals based on your long-term financial needs and desires.
By becoming knowledgeable in these areas, you can provide your attorney with a complete and accurate outline of your wishes and you will make a more informed decision before signing your divorce decree.
How will our financial advisors assist you during the divorce process?
Our wealth management team, working together with your attorney, will provide powerful data that will assist in negotiating an equitable settlement based on your personal needs. You can expect to receive professional analysis of your financial situation, including assistance in compiling, organizing and valuing assets and liabilities. Additionally, we will prepare marital net worth statements, estimate current and future cash flow needs and develop realistic budgets creating a financial roadmap post divorce.
Our highly experienced advisors will guide you in developing a long-term financial plan that prioritizes goals, estimates future earning potential and compares after tax net proceeds of each asset. Our goal is to provide a realistic, long-term plan that will help mitigate your financial anxiety allowing you to focus on other areas of your life.
Will Clifton Gunderson provide financial guidance after my divorce?
Post divorce, Clifton Gunderson Financial Services is available to provide you ongoing planning and investment services. Our professional services and advice are tailored to your vision, your goals, and your objectives. We combine the income and estate tax experience of our tax specialist with our financial planning and investment expertise.
We believe a customized investment plan is essential to reaching your investment goals. Designed around your vision, we create a portfolio tailored to fit your values, risk tolerance, needs and objectives.
I am not sure if I need a financial expert to assist me through my divorce.
Even if you feel competent enough to develop a plan of your own, our financial experts can act as a sounding board for your ideas and help you focus on your goals, using knowledge of areas such as tax, estate planning and investments.
The decisions you make during this time will affect the rest of your life. Let us help you develop an overall strategy for approaching your financial goals that not only anticipates what you’ll need to do to reach them, but remains flexible enough to accommodate your evolving financial needs.
Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor. Securities offered through CG Brokerage L.L.C., member FINRA/SIPC, Office of Supervisory Jurisdiction, 8215 Greenway Blvd., Suite 610, Middleton, WI 53562 (608-662-8600).
Please email us or visit our website for additional information.
