Broker Check

Our Services

Taking Some of the Stress Out of Divorce

Our firm specializes in helping people develop sound financial strategies before, during, and after divorce. We are proud to provide our clients with personalized, hands-on service by educating our clients about financial concepts associated with divorce, and we can also take the mystery out of investing and growing their wealth.

We personally understand that the divorce process can present many challenges, and one of the biggest concerns for our clients is maintaining stability during every stage of divorce. Our team of experts focuses on protecting your money during a separation and other issues that may arise that are critical to your financial well-being.

If you are going through the divorce process, or you are planning on getting a divorce, please take the time to explore our website and the wealth of information that we can offer you.

Investments

<strong>Investments</strong>


Wealth Management

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

<strong>Financial Planning</strong>


Retirement Plans

Tax Plans

College Plans

Estate Plans

Pre-Divorce Planning

Post-Divorce Planning

Negotiation & Mediation Support

Insurance

<strong>Insurance</strong>


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kelley@smartdivorcedecisions.com | 704-819-4986

Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to Negotiation & Mediation Support.