Disclosures: A.M. Financial provides supporting financial information, evaluation and analysis to be utilized by the client and the client's selected attorney if directed, during the process of their divorce.  Services provided in regards to this agreement are solely fee-only and do not involve investment or security advice or insurance transactions.  All information is financial in nature and should not be construed or relied upon as legal or tax advice.  A.M. Financial IS NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL OR TAX ADVICE.  Individuals are encouraged to seek competent legal and tax advice from professionals who specialize in divorce and tax laws in their respective state.

Investment advisory services offered through WealthSource Partners, LLC ("WSP"), a registered investment adviser.  Amy Mahlen (CRD #4692263) is an Investment Adviser Representative of WSP.  Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training.The statements and opinions expressed by A.M. Financial are those of Amy Mahlen and do not represent the views and/or opinions of WealthSource Partners, LLC ("WealthSource") or any other associated or affiliated person of WealthSource. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice.  A.M. Financial and WSP are independent and unaffiliated entities.

This website is a publication of A.M. Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

DIVORCE PROFESSIONALS

As a divorce professional you are aware of the complex world and various aspects that affect your clients through a divorce, both during the settlement process as well as post-decree.  It is impossible to be the do-it-all professional who is the expert on the emotional issues, financial concerns now and in the future, settlement facilitator and protecting their legal rights – and quite frankly, we don’t have the time.

We are trained and specialize in one area where we do our best work.  Our hearts, work and clients, bind us together with an ultimate purpose of helping each individual transition well through the tumultuous life event of divorce.  The following are ways in which our work can benefit our mutual clients thereby also dramatically improving their overall experience during this process.

The following are specific indications of when A.M. Financial can help your client if one or more of the following is occurring:

  • Maintenance/Child Support is a significant portion of total income (more than 30%)

 

  • Numerous financial obligations such as maintenance/child support, debts, tuition or operating a business

 

  • Several asset types, such as IRAs, Roth accounts, 401(k)s, stock options, pensions, real estate, etc.

 

  • Cash needs from assets

 

  • Refinancing/purchasing a home

 

  • Health insurance needs post-divorce

 

  • Tax concerns regarding division of property

 

  • Fear and anxiety getting to a financial settlement

 

  • Consistent concerns regarding the ability to meet needs and priorities

  • Inexperience managing finances

Pension Valuations

Need a pension valuation?  Contact our office today and we can help you with your pension valuation needs.

Lunch and Learns

Amy offers educational courses tailored to many divorce professionals including mediators, attorneys and mental health professionals.  She presents a family law CLE course approved for 2 credits called ‘Avoid Financial Errors in Divorce Settlement’.  If you are interested in scheduling a presentation at your office or other venue, please contact our office.

Due Diligence Support

Have you done your due diligence regarding the various assets and debts involved in your case?  Is the opposing party's cash balance account worth what is stated on the statement?  Have you crossed your T's and dotted your I's to meet fiduciary standards and ensure your client's financials?  A.M. Financial provides settlement review services to provide legal professionals with due diligence support.  Please contact our office for more information or review the service agreement here.