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Jose A. Valdez, CDFA™
6391 De Zavala Road, Suite 203A
San Antonio,
Texas
78249
Phone: 210-641-8325
Fax: 210-641-8372
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San Antonio Financial Planning Group LLC examines the FINANCIAL issues of your divorce and provides you and your attorney with powerful data to support your case. We provide PROFESSIONAL GUIDANCE to help you make SOUND FINANCIAL DECISIONS. We are the only firm in the San Antonio area whose primary focus is to help educate you on the complexities of divorce settlements.
PRE-SETTLEMENT
- Determine how much money you’ll need to live on.
- Evaluate the stocks, bonds and mutual funds that are to be divided.
- Help with determining the short-term and long-term financial impact of a divorce settlement.
- Offer valuable insight into the income tax issues and the pro’s and con’s of different settlement proposals.
- Create personalized reports and graphs that illustrate the financial status, cash flow and graphic net worth of both parties.
POST-SETTLEMENT
- Forecast the long-term financial effects of the settlement.
- Manage the financial settlement: answer questions, including how to best invest for yourself and your children and how to prioritize so that long-term needs are met.
- Deal with specific challenges such as:
*Loss of health, life or disability insurance coverage
*Loss of retirement plan benefits
You’ll benefit by...
- Having peace of mind that your settlement is financially feasible.
- Hearing an objective viewpoint in an emotional situation.
If there are topics or specific questions that you would like answered, please send me an email or better yet, call me.
Jose Valdez is a Certified Divorce Financial Analyst™ (CDFA™) and a member of the Institute for Divorce Financial Analysts, Collaborative Law Institute of Texas, and Collaborative Professionals Association of San Antonio.
Please email us for additional information.
