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  Life changes. We make it easier.™

RETIREMENT PLANNING | SURVIVOR PLANNING | DIVORCE PLANNING

For Attorneys

At Plum Creek Wealth Advisors we help divorce attorneys and their clients determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now, as well as down the road. We can evaluate a variety of situations:

 

  • Tax implications of dividing property

  • The financial impact of various settlement options for dividing marital property (including pensions)

  • Child and spousal support payments

 

Misinformation and misconceptions about the divorce process can be detrimental. We're here to help ensure a good, stable economic future and prevent long-term regret that can potentially result from the financial decisions made during the divorce process.

 

As a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst™ (CDFA™), our Founder John Crane is available to work with attorneys and their clients, individually or as couples, to help them come to terms with the financial reality of their individual divorce situations.

 

If you are interested in speaking with us about how we can help you through this process, please contact us at info@plumcreekwealth.com or call us directly at 440.801.1007.

 

Cambridge does not provide tax or legal advice.

25586 Bagley Rd. - Suite 1 ; Olmsted Falls, OH 44138

Phone: 440.801.1007 | info@plumcreekwealth.com

  

Plum Creek Wealth Advisors is an independent office which offers advisory services through United Advisory Group, LLC (“UAG”). UAG is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG and Plum Creek Wealth Advisors are independent entities. Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching UAG’s firm name. Plum Creek Wealth Advisors offers additional products or services which are not advisory services offered through or supervised directly by UAG. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

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