Are you someone who is facing a complex divorce?
It can be overwhelming,
let us ease your fears.
If any of the following are part of your financial picture, we can help you get the education and support to make the best decisions for your future.
401(a), 401(k), 403(b), and 457(b)
IRA’s
Restricted Stock
Pension
Real Estate
Business Interest
Amy Young
CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA®)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
AmyJo Young McElfresh CFP#282108
Your situation is unique, we have the knowledge to help.
Let us guide you through the process …
Post-Divorce
Have you calculated all of your future expenses? One of the most common mistakes is under-calculating future expenses.
The time to secure your future is now!
Private Wealth Strategies
Do you understand each component and settlement option with your Retirement Plans, Real Estate, Investments, Business Valuations, and Marital vs Separate Property, etc.?
Tax Implications
Do you know the current and future tax implications of your proposed settlement? They can be easily missed in your Retirement accounts, Defined Benefit and Pensions Plans, etc.
