the411
"The411" is a term that has become synonymous with “Information”.At theFinancial411 we recognize that clients are seeking more from their advisory relationships than simply a transaction.
We address the sophisticated needs of today’s client via transparent and neutral financial education and guidance as the single-most important means to empower them in their choices, communications, and best practices.
Because our guidance is always free of investment sales, our clients are able to make decisions and plans based on their needs yet still guided by an established, qualified and unbiased financial professional.
Many of our clients are anticipating a financial stewardship role due to a variety of financial transfer events that reflect growing demographic trends i.e. Widowhood, Divorce, Care Giving for Elders, Family Financial Estate Management and Wealth Inheritance.
For Private Clients
- • Divorce financial planning and valuations
- • Financial specialist for Collaborative divorce
- • Expert witness and case support in Litigation and Mediation
- • Training for the Financial Gatekeeper role within the family
- • Post-divorce financial infrastructure guidance
- • Guidance on issues and best practices of wealth inheritance and wealth transfer
- • Instilling core financial values in your children
- • Facilitation of critical financial dialog within the family structure
- • Assembly of an advisory team from our carefully selected referral network
For Professionals and Institutions
- • Financial asset evaluations for Divorce - Litigation, Collaborative and Mediation
- • Expert witness testimony
- • Customized training and educational programs
