PERSONAL SERVICES

• Divorce Planning

• Estate & Trust

• Financial Advisory Services

• Investment Services

• Tax Planning & Preparation

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Divorce Planning Services

A person in the process of divorce needs the benefit of both legal and financial expertise. A Certified Divorce Financial Analyst (CDFA) can provide the financial analysis needed to determine a truly equitable settlement. Certified Divorce Financial Analyst are financial specialists who have successfully completed an intensive training program from The Institute for Certified Divorce Financial Analyst.

David Gault, CPA, CDFA, leads our divorce planning team. David combines 30+ years of financial analysis as a CPA with specialized expertise in divorce consulting.

At Jones & Roth, we augment this expertise with our business valuation and retirement plan administration departments. We are also experts in writing Qualified Domestic Relations Orders for attorneys, to split the value of pension or retirement plans where necessary. We do not give legal advice. Our role is to analyze the financial consequences of proposed settlement options. Our goal is to assist you in finding the most equitable divorce settlement possible.

Avoid the trap
Too often, what appears on the surface to be a very fair settlement can eventually leave one of the parties in deep financial distress. To maintain even a modest lifestyle, the lower earning spouse is frequently forced to spend savings and other assets, which are gone all too soon.

A CDFA takes all of your financial issues into consideration and projects the long-term effects of a proposed settlement on both spouses. The final picture can reveal consequences to one spouse so severe that it can lead a court to quite a surprising conclusion about what is equitable.

You deserve the fairest, most intelligent divorce settlement possible. Let us help. We can:

• Show how various settlement proposals would affect your financial stability decades into the future.
  
• Provide you with powerful graphs and spreadsheets that can help you settle out of court.
  
• Show you the results of selling the house versus keeping it.
  
• Explain the ins and outs of dividing pension and retirement assets.
  
• Alert you to subtle tax issues associated with property division.
  
• Help you budget for an affordable standard of living.

To speak to a divorce planning expert, please contact your local office or use our information request form.