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.