Divorce can create financial uncertainty and a need to rethink financial and retirement plans. Stonebridge provides you with access to a Certified Divorce Financial Analyst (CDFA) who is qualified to address financial issues surrounding divorce. Stonebridge’s financial professionals provide professional and discreet financial guidance to help clients through the negotiation of an equitable divorce settlement process and as they navigate their finances moving forward. This includes helping them analyze financial matters such as tax consequences, asset division, retirement plan considerations, health care coverage, and more.
Stonebridge helps clients strategically plan their finances during and after a divorce in the following areas:
Equitable Advisors, its affiliates, and financial professionals do not provide tax or legal advice or services. Individuals are reminded to seek counsel from their personal tax and/or legal advisors regarding their specific situation.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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