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Divorce Financial Settlements

Divorce can be unsettling. Decisions about financial settlements are crucial for financial security now and in the future.

As a Certified Divorce Financial Analyst, Peggy Tracy works with clients, attorneys, financial advisors and mediators to determine an equitable financial settlement that provides the best possible outcome.

Finding Hidden AssetsWith over 20 years of experience in financial services -- including financial planning, tax preparation and forensic accounting -- Peggy has the expertise needed to find and document all financial assets, including those that may not be disclosed. Gathering evidence of dissipation is another area of expertise.

Priority Planning offers a comprehensive assessment that helps ensure that all financial bases are covered before legally binding decisions are made.

Using sophisticated proprietary software to make projections about potential settlements, we demonstrate how the decisions made today will affect a client's lifestyle over the course of a lifetime.

Information is power and Priority Planning can provide extensive, objective information along with astute analysis that helps clients understand their options and make solid, advantageous decisions.

 
 

 

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Upcoming Events

Anatomy of a Tax Return

Presented by Peggy Tracy, CFP®, CDFA

Cost: $20 members, $25 non-members
Registration: 8:30 a.m.
Seminar: 9 a.m.-Noon
Download flyer to register

 

Friday, Nov. 6, 2009
Tinley Park Office
6345 S. Harlem Ave.

 

Wednesday, Dec. 16, 2009
Downers Grove Office
6655 Main St.