About
Us
When you become one
of Jerry's clients, you're forming a partnership with
a highly educated and experienced professional who understands
your needs. Jerry is an accomplished Certified Financial
Planner™ professional and a Certified Divorce Financial
Analyst™ .
Working
with his clients and their attorneys, Jerry works to
forecast the long-term effects of divorce settlements.
Developing comprehensive insight into the short and
long-term financial effects of divorce can save valuable
time, money and distress, especially if the process
is conducted early in the legal proceedings.
Misinformation
and misconceptions about the divorce process can be
detrimental. Many have false expectations that they
will be able to secure a divorce settlement allowing
them to continue with their accustomed style of living.
That's not always possible. Jerry is here to help ensure
a good, stable economic future and prevent long-term
regret with all financial decisions made during the
divorce process.
Jerry
was named one of America's Top Financial Planners recently
by the Consumer Research
Council of America and has been recognized
year after year by the financial industry for his accomplishments
as a financial advisor. You can expect to enjoy a relationship
with an accomplished Certified Financial Planner™ (CFP®)
professional and Certified Divorce Financial Analyst™
(CDFA™) who understands your needs and is always close
at hand to offer guidance and advice based on his experience
in the field. Jerry takes a personal interest in every
client he represents, always looking to build a solid
relationship you can trust.
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