CROSS ROADS DIVORCE ADVISORS
CROSS ROADS DIVORCE ADVISORS is a reputable financial advisory firm that specializes in providing expert financial guidance to individuals going through a divorce. With years of experience under their belts, their team of dedicated advisors have honed their skills in helping clients navigate the complexities of divorce and the impact it may have on their financial situation.
How does the advisor help clients – Key Takeaways:
- Evaluating and providing guidance on dividing assets and liabilities during divorce proceedings
- Assisting clients in determining their financial needs and goals post-divorce
- Providing advice on managing finances and creating a new budget after divorce
- Reviewing and making recommendations for insurance coverage
- Helping clients understand tax implications and strategize for minimizing taxes
- Providing emotional support and guidance during the difficult process of divorce
Facts and Insights
CROSS ROADS DIVORCE ADVISORS has been in business for over 10 years, serving clients in a wide range of industries and backgrounds. They pride themselves on their deep understanding of the financial implications of divorce and their ability to provide personalized solutions for each client’s unique situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million+ |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 10+ years |
Financial Services Offered:
- Financial planning and analysis
- Investment management and portfolio construction
- Tax planning and optimization
- Insurance coverage evaluation
- Retirement planning
- Estate planning
Client Types:
CROSS ROADS DIVORCE ADVISORS primarily serves individuals going through the divorce process, providing both financial and emotional support. They also work with a range of clients including high-net-worth individuals, business owners, and those with complex financial situations.
Fees & Compensation:
The firm typically charges a percentage of assets under management, with fees based on a tiered system. Clients may also pay a flat fee for financial planning services depending on their specific needs and situation.
Background:
The advisors at CROSS ROADS DIVORCE ADVISORS have a strong background in financial planning, with many holding certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also have extensive experience in working with divorce cases and helping clients through this challenging time.
Financial Advisor Disclosures to Know:
Transparency is key at CROSS ROADS DIVORCE ADVISORS, and they strive to always provide open and honest communication with their clients. They are a fiduciary, meaning they are legally obligated to act in the best interests of their clients at all times. Additionally, they have a clean record with no disciplinary actions taken against them.