This week, Adam D. Koós, CFP®, CMT® discusses
How to prepare for a divorce, whether you’re the one planning the separation, or if you suspect the news might be coming from your partner.
Checklists of items to gather, keep track of, and how to get ahead of the game so that the divorce runs as smoothly as possible.
Crucial tasks you need to complete once the divorce is over with so that you don’t find yourself stepping on financial landmines later in life.
…and a WHOLE lot more! Let us know what you think, share the episode with friends and family who might benefit from the free advice, and of course, let us know if you’d like to schedule an introduction call. You never have to be a client to ask questions!
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Libertas Wealth Management Group, Inc.
5003 Horizons Drive, Suite 200
Columbus, OH 43220
[email protected]
(614) 543-1350
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Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.
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The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
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