Let us help you reclaim your financial security
Living “happily ever after” eludes 50% of couples who marry. The need to divorce often prompts an intense desire to reduce the pain by settling quickly. This may be compelling, but what can result? Devastating financial consequences that may last for decades. This need not be. We specialize in comprehensive financial analysis, starting with present financial choices and determining the potential future impact. We do not want you, or your children, to experience a substantial decline in your standard of living following divorce. Our system may be instrumental in helping you.

Do You Need Assistance?

Show Me the Money
Determining how much money you need to live on? Gathering, tracking over time, and analyzing your financial information? We help find hidden or “forgotten” marital assets.

Safety in Numbers… Alimony
Figuring out a detailed and realistic spending plan? We can “solve” for support and offer payment alternatives that may save money. Guesswork is eliminated with alimony calculations that demonstrate “need” and “ability to pay.”

Tax Analysis
Knowing the potential tax cost to you of selling assets – such as stock, bond, or mutual fund investments, real estate, IRAs, and stock options – for needed cash? Identifying and analyzing property settlement tax considerations and consequences? We project federal and state income taxes, capital gains taxes, and net spendable income for self-employed spouses.

What’s Wrong with this Picture?
Determining the pros and cons of different financial scenarios? We create personalized reports and graphs that illustrate the financial status, available cash, and nest egg of each spouse. We analyze the potential short and long-term financial consequences of proposed property settlements.

Simplify Your Success
Investing to seek to meet your needs – and those of your family – going forward? Resolving specific challenges such as obtaining health, life, or disability income, or long term care insurance?

Peace of Mind
Making informed decisions? Diminishing uncertainty? We can provide each spouse with his/her own personalized binder reflecting: Today: Pre-settlement, and Tomorrow: Post-settlement. Action items empowering a successful transition are listed.

Expert Testimony
In support of your attorney’s strategy? We work with you and your attorney to prepare trial exhibits and charts to substantiate your Equitable Distribution Proposal.

For more information on how Entrust Financial may help you, download our informational brochure.

Offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor Broker Dealer. Member FINRA/SIPC 9/09
Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.
101 West Avenue, Suite 200 · Jenkintown, PA 19046 · Phone 215.885.7115