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Insight Financial Strategists LLC
Chris Chen CFP® CDFA is the founder of Insight Financial Strategists LLC a fee only investment advisory firm in Waltham MA. He specializes in retirement planning and divorce financial planning for professionals and business owners. Chris is a member of the Financial Planning Association and the Massachusetts Council on Family Mediation. He is on the Board of Directors of the Association of Divorce Financial Planners.
Your investments should be spread across a variety of stocks and bonds and cover a range of asset managers, asset classes and geographical locations.
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Consider keeping a certified divorce financial planner in your corner to help make sure you get the financial settlement that meets your needs.
Harvest tax losses, reassess your investment and retirement strategies, and don’t forget charitable giving.
Pensions and 401(k)s can be tricky to divide during divorce proceedings. Seek expert help.