7344 SW 48 Street, Suite 301
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
My Challenging Relationship - do I stay or leave?
- Do I know how much money I would need each month to provide financial security for me/my loved ones? Can I afford to leave?
- Do I know where that money would come from after my divorce/break-up?
- My spouse/partner takes care of our finances. But what happens when I need to handle these matters?
- Do I feel our current accountant/attorney/trust officer will be looking out for my best interests if I leave? Do I know what my rights or obligations are regarding retirement benefits and IRAs?
- Do I have, or do I know how to start or reestablish credit in my own name?
- If there are children involved, do I know the options plan for their support?
- Do I know about my ex's insurance and how it cares for me/my kids?
- Can and will my current financial advisor provide computer projections of my future income, expenses, life expectancy, taxes, and inflation? What would this cost?
- How do I know if my current financial planning professional is meeting my needs? Click here for more information.
At Ellen R. Siegel & Associates we not only ask the technical questions, we also ask the holistic ones, such as:
- Am I better off overall if I stay with him/her?
- What is my probable and almost certain future, if nothing changes from the current situation? Do I like what I see?
- What will give my life meaning and time structure if I am not coupled?
FOR YOUR COMPLIMENTARY 30 MINUTE PHONE CONSULTATION TO DISCUSS YOUR SITUATION, CALL ELLEN AT (305) 665-2130 or EMAIL info@siegelplanners.com There is no obligation and all calls are confidential.
