Not every financial advisor is the right fit for every investor—and that's okay.
At Divorce the IRS, we believe the best financial planning relationships are built on trust, long-term partnership, and personalized advice. That's why we focus on helping people who are approaching retirement and want to make the most of the wealth they've spent decades building.
In this video, you'll learn who we serve best, what makes our planning approach different, and why the years leading up to retirement are often the most important for your long-term financial future.
We specialize in helping individuals and families with approximately $250,000 to $5 million in investable assets who want a comprehensive retirement strategy—not just investment recommendations.
If you're looking for a long-term financial partner to help coordinate your retirement income, taxes, investments, and overall financial plan, we'd love to meet you.
Learn more about our retirement planning philosophy and explore whether we're the right fit for your goals.
In this video, we discuss:
- 0:00Who We’re Best Positioned to Help
- 0:20The Type of Client Relationship We Look For
- 0:42Why the Retirement Red Zone Matters
- 1:03Our Focus on Retirement Income and Taxes
- 1:25Who We Typically Serve
- 1:43Avoiding Cookie-Cutter Financial Advice
- 1:59Is Our Firm the Right Fit for You?