Divorce Planning

After divorce, choosing the right investment advisor can be a critical decision that has significant long-term implications for you, both personally and financially. At WFA Asset Management Corporation (WFA), we help clients answer important questions, such as:

  • Do I need to find a job?
  • Can I afford the house I'm in, or do I need to downsize?
  • How much can I spend each month, and how long will my portfolio last?
  • How should I invest my money?
  • What will my Social Security benefit be, and should I take it at age 62 or later?
  • What will be my filing status, income tax exemptions, and deductions in the year of divorce, and the years after?

WFA provides direct access to a team of financial specialists, including investment advisors, a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA®), and Certified Divorce Financial Analysts (CDFA®). We are dedicated to providing a comprehensive perspective on our clients’ individual situations.

Also, we believe knowledge and understanding of current laws and market conditions is key to making intelligent and informed decisions. It is this belief that drives us to educate our clients on matters crucial to their future financial success. We believe our monthly market updates and our education process are a unique strength which sets us apart.

WFA was founded over 30 years ago as one of the only firms in southeast Wisconsin who specialized in helping individuals manage their finances post-divorce. Our financial and investment planning expertise is a critical step for anyone as they begin the process of navigating their financial future.

PLEASE NOTE: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. WFA does not serve as an attorney. WFA does not prepare estate planning documents.