Benefit from the support of Certified Divorce Financial Analysts at your side
Divorce can be a challenging and overwhelming time. In addition to emotional stress, divorce can place significant strain on your finances. It necessitates obtaining the expertise of an objective financial advisor who can offer unbiased financial advice before and after the divorce. Some key aspects to consider include:
- Future financial security for you and your children
- Tax implications on the transfer or sale of different assets
- Property division and other financial arrangements
- Stress-testing settlement proposals
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Key Considerations When Going Through a Divorce
Access an interactive checklist that covers over 25 of the most important planning issues to identify and consider when going through a divorce.
We assist all cases
Manage Your Divorce Finances Effectively
Collaborative
Mediation
Litigation
Going through a divorce will significantly change your life. Seeking expert financial advice can help you prepare for this challenge, preserve your assets, regain stability, and maintain your current lifestyle. At Samalin Wealth, our certified divorce financial analysts (CDFA®) will assist you in managing the financial aspects of your divorce.
Samalin Wealth's CDFA® professionals are ready to assist you with a divorce financial plan. The plan will consider spousal maintenance proposals, child support, asset division, and other related matters. Our experts will also provide detailed cash flow projections, thorough tax analysis, planning for current childcare and future elderly care needs, comprehensive housing options, and more.
We will provide you with a complete picture of your financial situation and help you plan for your financial future after your divorce.
Keeping Your Financial Focus During Divorce
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Customized Approach
We understand that every divorce situation is unique. Our team of highly trained CDFA® professionals will conduct a careful review of your circumstances and provide you with expert guidance on the best way forward. With our team, you can be assured of a comprehensive and individualized plan that takes into account all aspects of your financial situation.
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Pre-Divorce Analysis
Before your divorce, our certified financial analysts will conduct a comprehensive analysis to ensure a smooth transition. They will gather and organize your financial data, create detailed financial statements, assess your current lifestyle, explore housing alternatives, calculate retirement assets, and provide valuable insights for maintenance and child support planning.
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During Divorce
When going through a divorce, our financial experts can help you figure out how much money you will need for ongoing support, predict future cash flow, and understand the tax implications. Additionally, we inject creative solutions into our divorce financial planning because innovative thinking can often help break through obstacles and achieve agreement during negotiations.
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Post-Divorce Wealth Management
Post-divorce, Samalin Wealth can help you manage your settlement funds, transfer assets, and plan for retirement income. Our team will support you in moving forward with confidence. We will provide financial guidance every step of the way.
Everything we do is focused on ensuring your long-term financial stability.
REGAIN YOUR CONFIDENCE
Samalin Wealth has been helping clients for more than three decades to navigate this crucial phase of life. We use our expertise to come up with creative solutions that improve the speed of resolution for our clients.
A reputed name will STAND WITH YOU
We are educators and innovators in divorce financial analysis and have served on the boards of many industry groups – the Association of Divorce Financial Planners, the Institute of Divorce Financial Analysts, and the New York Association of Collaborative Professionals.
CDFA® + fiduciary focus
Our Certified Divorce Financial Analysts (CDFA®) are SEC-registered Investment Advisors (RIAs) obligated by law to act solely in your best interest.
"My separation agreement would not have worked without Mr. Samalin’s approach and advice - he bridged the gap to getting it done in a workable and tax-efficient way. Due to my positive experience, I have continued to work with Samalin Wealth as both my personal financial advisor, and to manage retirement accounts for my employee’s retirement plan."
Brian S.
Certain services are provided under separate retainers with Samalin Divorce Finance, LLC, an affiliate of Samalin Wealth.