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How Can A Financial Advisor Help with a San Diego Divorce

On Behalf of | Feb 8, 2022 | Divorce

San Diego residents with substantial assets or a business who are considering a divorce need the proven advice and counsel of the Certified Family Law Specialists at Burke & Domercq.  However, when there is substantial equity in a home, retirement accounts, investments or a business or professional practice you may want to consider a financial advisor as well.  How can a financial advisor help with a San Diego divorce?

Our Certified Family Law Specialists are experts in the area of family law.  When substantial sums of money are on the line it is important to seek the advice of a financial expert who can help you to make the right decisions based upon your unique circumstances.  Is it better to keep the family home or to sell it, divide the equity appropriately and start over?  Would it be better for you to work towards protecting your interests in retirement assets or specific investment accounts or assets such as rental real estate?

How else can a financial advisor help with a San Diego divorce?  Taxation will play an important role in many decisions you will face throughout the divorce process.  What is the best combination of assets and support to allow you to keep the most amount of income while minimizing your tax exposure?  Is it better to have one asset over another?  How will taxes affect issues such as spousal support and the sale of your primary residence?

Financial stability is one of the most common goals during and after a divorce.  An experienced financial advisor can help you to analyze your present lifestyle and the types of expenses you will encounter during and after the divorce.  What will be your sources of income?  How will the business or professional practice be expertly valued and how will the community interest in the valuation be divided?  Are there financial assets in our portfolio which might be hidden gems and some which should be avoided?

You need a team of proven professionals.  The experienced divorce and family law attorneys can work with your expert or recommend a few for your to interview and consider.  Do you want to retire debt?  Do you need to provide for retirement?  Do you want to purchase a new home or keep your present house?  Do you have funds in case of an emergency and how will you make the transition from married to single?  How can a financial advisor help with a San Diego divorce?  They are part of the team which helps to provide you with unbiased insight, information, strategy and perspective so that you can make informed decisions.  We are passionate about accomplishing your goals and protecting the things which are most important to you.

We invite you to read the strong reviews of former clients and recommendations of the legal industry, protect your own interests and contact us or call 760-389-3927 to schedule an appointment for a remote or socially distanced consultation with one of our experienced Certified Family Law Specialists.