Ending a marriage is always difficult, but you don't have to be financially or emotionally overwhelmed. Working with financial experts who understand you and your family can help you work towards financial freedom. At Viewpoint Financial Network, we take an uncomplicated approach to financial planning and money management. We are a California-based wealth management firm with more than 30 years in the business and $1 billion in total client assets. We use personalized service with the best technology to make things simpler, so you can focus on what's truly important to you. At Viewpoint, we have multiple locations and virtual meeting available to serve you on your time.
- Make sure you understand your new normal. We will create a simple, dynamic strategy that you can understand.
- Assist with consolidating assets and updating the registrations and beneficiaries.
- Provide investment advice and management.
- Make sure everything and everyone is working together so you can strive for financial independence.
- Help create an estate plan so you know your assets will go to who you want when you want.
- We utilize dynamic software to move forward with confidence and provide clarity on what is important to you.