Our Services

Marital Transition

Like other significant events, marriage or divorce requires careful planning in order to successfully navigate this stage in life. A marital transition can greatly affect you and your family not only emotionally, but financially as well. Whether you are newly married, recently divorced or presently going through a divorce, we can guide you through the financial issues of managing/dividing assets and taxes – giving you an opportunity to move forward with your life.

*Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.