Richard P. Hendry, CDFA™

Richard Hendry, CDFA provides comprehensive divorce financial planning services through Raymond James Financial Services, Inc. (Member FINRA/SIPC) to individuals going through the divorce process. 

How would you like to simplify the tedious aspect of the financial settlement assessment for your divorce?  We provide you the Divorce Financial Planning expertise to help with your settlement at a reasonable cost.  Here is how the process works and the benefits to you. 

Steps to Implement

We meet with you and start to gather financial affidavit information at which time we conduct an in depth interview with you to assess what your long term goals and needs are during and post divorce.

We work hand in hand with you or your attorney to help expedite your case.  We provide to your attorney all the financial affidavits and asset summaries to streamline your contact with them to keep costs to a minimum.  We will copy all documents that we need and return all originals to you.

We will meet with you on an ongoing basis to fine tune your settlement offer and provide to your lawyer 2-3 financial scenarios for your divorce settlement.

Benefits to our Clients
We simplify and streamline your divorce case to reduce overall fees paid for divorces.

•  We work with our clients post divorce to help execute your divorce settlement.


•  We prepare and file QDROs* to receive 401k and future pension benefits.


•  We help provide a valuable resource in helping you get through a difficult time in making proper financial decisions that is based on facts not emotion.

Pre-Divorce Settlement Services Prepare Financial Affidavit & QDROs*

• Spreadsheet assets for division


• Prepare Child support worksheet and alimony recommendations


• Prepare and draft possible 2-3 settlement options with a summarized breakdown of assets for negotiation with drafting of the Memorandum of Understanding

Post Divorce Services Follow up of QDRO & 401k spousal transfer to IRA account.

• Investment account re-titling of taxable accounts.


• Transfer of company pension benefits from spouse’s account.


• Helping to re-finance of current mortgage to client’s single name only.


• Set up of new Term Life Insurance designed to protect divorce settlement.


• Set up of Children’s education accounts.


• Post- divorce investment portfolio allocations & income planning.


• Beneficiary updates & changes for Wills, Trusts, & Investment accounts.


• Set up new health & dental care coverage for client and children.*


• Help client find new automobile, homeowners, or renter’s insurance.


• Set up Disability & Long Term Care coverage for client.

Who is a good Fit for our Services? Individuals whom have never handled the finances during their marriage.

• Individuals whom are over 50 years old and need solutions to providing income post divorce.


• Individuals whom need someone they can trust to help them make good sound financial decisions post divorce.


• Individuals whom have significant equity in their home.


• Individuals needing a QDRO to be followed up for retirement assets.


• Individuals with multiple investment and bank accounts to divide.

*These services are not affiliated with Raymond James Financial Services, Inc.

 

 

Richard P Hendry, CDFA
Registered Principal

PROFESSIONAL BACKGROUND

• Registered Principal, Raymond James Financial Services (1999 - present)


• Asst. Vice President, AG Edwards (1998 - 1999)


• Financial Consultant, Merrill Lynch (1994 - 1998)


• Captain, Financial Management Officer (Active duty & Reserves), United States Marine Corps (1990 - 2000)


• B.S. in Management, Auburn University


• M.B.A, Webster University


• Certified Divorce Financial Analyst (CDFA); Institute for Divorce Financial Analysts


• Collaborative Law certified as Financial Consultant


• Licensed in the securities industry as Series 7, 63, 65, 24, 51, Life and Health, Variable Life and Variable Annuity

PROFESSIONAL & PERSONAL BACKGROUND

Having gone through a divorce personally, I appreciate the challenges and personal issues that face individuals going through this event in their life. With more than 15 years of experience in the financial services industry, I understand how sound financial planning can help make a difference with individuals going through the divorce process.

Using this combination of real world experience and industry experience, my goal is to help my clients meet their objectives while managing the emotions of the divorce process people face while trying to make sound financial decisions. Mine is a comprehensive approach that endeavors to look at each person’s unique situation before recommending a course of action.

As a graduate of Auburn University, I began my career as a Financial Management Officer in the United States Marine Corps. As a personal financial advisor since 1994, I hold multiple industry licenses and designations specifically geared towards the divorce financial planning client.

As a native of Atlanta, I live in Roswell with my daughter, Amber.  I am active in all of Amber’s activities as well as Roswell United Methodist Church.

WE OFFER OUR CLIENTS ONLY THE BEST
AND THAT’S EXACTLY WHAT THEY SHOULD EXPECT

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities and investment advisory services offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.