Category " Updates"

A Certified Divorce Financial Analyst can forecast the long- term effects of the settlement. We empower women to make informed decisions so that they may be able to secure a respectful and equitable divorce settlement. We work to educate women on issues they likely wouldn’t know otherwise. We give our clients peace of mind and […]

A key role of an advisor is to listen to your needs and concerns and to provide the objective feedback and experience in financial markets that will keep your plans on track.  A financial advisor is someone that you work with to help you achieve your financial goals throughout the various life stages.   With 60+ years […]

It is time to consider bringing in a professional financial advisor to help preserve and expand your nest egg.  Look for someone trained, credentialed and experienced in financial planning who can help you design and execute a plan that meets your financial needs as well as your risk tolerance within your time horizon. Sound financial […]

Divorce is a confusing and uncertain time. Life feels chaotic. Will you ever recover from your hurt, anger and fear? How are your children going to manage? Are you overwhelmed by your finances?   How are you going to get through your divorce when there is so much stress, confusion and pain? Are you concerned about […]

Whenever a financial challenge faces your life, it is wise to see the professional guidance of a financial advisor to ensure you have considered all the factors that may affect your immediate, short and long-term financial goals.  We strive to maintain a strong relationship with you through every life stage reviewing your insurance needs and […]

A Collaborative Divorce is one method of divorce.  It can help… Creates a cooperative environment where needs and interests can be heard and met. Addresses and emphasizes the needs and well-being of the children. Employs problem-solving techniques that foster efficient resolution of issues. Allows couples to retain control of the separation process and a measure […]

Do I contribute to an IRA or a Roth IRA?  As advisors we look at the big picture, not just the short term benefits. Sound financial planning requires we look at these options before helping you make a decision.   We take pride in the guidance we provide.  Just give us a call at (559) 453-1224.

Connie Smith is a Certified Divorce Financial Analyst, and has attended all the required hours of her Advanced Mediation Training as part of her association with the Central Valley collaborative Law Associates.  htpp://divorcefresno.net/  The training has been taught by Douglas E. Noll, JD., MA.  Douglas Noll was a business and commercial trial lawyer for 22 […]

Connie serves on the Fresno Women’s Network as their president. The Fresno Women’s Network was founded in 1987 with the mission to support other women in business, personal and professional growth. Members are encouraged to build relationships, mentor one another and give back to the community. The Fresno Women’s Network gives scholarships annually to deserving […]

Curtis and Connie attended the American Reality Capital Due Diligence Meeting at NASDAQ Marketsite in Times Square, New York.