Divorce Guidance

Divorce with Dignity

A divorce from your spouse is an emotionally charged and stressful situation. In the heat of what may feel like a battle, your mind may not be on future goals. With so much surrounding you during this difficult life transition, you may only be focused on what is right in front of you.

Instead of feeling like there’s no one in your corner, what if it were an option to have a dedicated team available to watch out for your future financial success? That is exactly what we offer. The team at HeimLantz has your best interests at heart. Our goal is to provide you with the confidence that you are making the best choices available to you to withstand the long-term effects of a divorce.

The financial fallout from a divorce can be devastating in the long run. In the first year after a divorce, the wife’s standard of living can drop as much as 27%, while the husband’s income increases as much as 10%. Similarly, a U.S. Census Bureau report states that a woman’s family income drops by as much as 37% as a result of a separation.

If you are in the midst of a divorce, how can you minimize stress and achieve the best possible results for you and your family? How can you minimize the effects of your sudden income change?

One way to do this is by working with a team of professional advisors that can help you and your attorney assemble, organize, and understand all relevant financial information. Working collaboratively with a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial AnalystⓇ (CDFAⓇ) can help you achieve the best possible outcome from the tough situation you face.

Our experts are adept at:

  • Determining personal net worth
  • Assisting with budgeting and long-form financial statement
  • Identifying tax saving opportunities
  • Addressing estate planning issues
  • Alleviating cash flow concerns
  • Executing business/property valuations
  • Performing personal financial planning

The HeimLantz team has years of experience working through the delicate proceedings that accompany divorce situations. We want to work with you to provide positive outcomes from a negative situation.

Contact Daniel Russell and Sheri Mergenthaler for more information.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.