Divorce 2018-02-13T10:17:04+00:00


WaterfrontWaterfront Financial Group utilizes a three-phased approach to rebuilding after divorce.

Our Goal is to work together to create an environment of confidence to re-build and maintain a sense of financial independence. We start with a no cost initial consultation. During this preliminary meeting where we meet you, you get to know us, our philosophy, our values and our credentials, we lay out a framework of how working together could work.

PhasesOur Three-Phased Approach

Phase I – Inventory of Financial Assets

Phase II – Create an Investment Plan

  • What do you have, what needs to be adjusted
  • IRA’s/QDRO’s
  • Stocks, Bonds, Cash, and Other Investments
  • Annuities
  • Real Estate

Phase III – Putting it all together

In summary, Waterfront Financial Group helps you:

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Why should you use a Certified Divorce Financial Advisor (CDFA)?

How Much Does It Cost?
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Free Divorce Survival Guide!

The IDFA Divorce Survival Guide“The IDFA Divorce Survival Guide” is a book that provides answers to more than 150 questions about your rights before, during and after a divorce, including:

  • Property Distribution
  • Marital Assets and Debt
  • Child Custody and Visitation
  • Spousal Support
  • Retirement Benefits, and much more.

Order your free copy of The IDFA Divorce Survival Guide today from Waterfront Financial Group ($25.00 value), click here.

Request Your Free Copy of The IDFA Divorce Survival Guide Here.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC