Dissolution Planning Services
During the dissolution process, John assists attorneys and their clients in these primary areas:
Preparation of financial affidavit: historical family budget, temporary and post divorce budgets, child support and maintenance calculations
Financial modeling of property settlement proposals
Income tax and cash flow analysis
Valuation of pension and retirement benefits
Historical wage analysis
House sale tax analysis, refinance, qualifying for a mortgage
Rebuttal reports
- Expert witness testimony : King, Snohomish, Whatcom, Kitsap and Spokane County
Once the dissolution is final, John provides transitional planning for the client to include financial, career and tax planning services:
Income tax analysis
Cash flow strategies and cash control management system, corporate startup
Retirement analysis
Implementing QDRO transfers and medical insurance coverage
Reallocation of assets
Investment monitoring and reporting
Coordinate preparation of estate documents
Reallocation of assets
Corporate business creation for the
self-employed
Insurance planning
Financial Settlement Solutions, LLC
1001 Fourth Ave, Suite 3200
Seattle, WA 98102
JTwitchell@FinancialSettlementSolutions.com
206.953.1231 - 866.953.1231
Fax 206.260.2993
Financial Settlement Solutions does not provide legal or tax advice.
Financial Settlement Solutions LLC is a Washington Limited Liability Company registered as an Investment Advisor with the State of Washington. Financial Settlement Solutions LLC will only transact business with persons living within the State of Washington. Transactions or business will not be engaged in with anyone residing outside the State of Washington.
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