Divorce Transitions Assisting Clients Assisting Attorneys

Do You Need Assistance?

Show Me the Money

Determining how much money you need to live on? Gathering, tracking over time, and analyzing your financial information? We help find hidden or "forgotten" marital assets.

Safety in Numbers...Alimony

Figuring out a detailed and realistic spending plan? We can "solve" for support and offer payment alternatives that may save money. Guess-work is eliminated with alimony calculations that demonstrate "need" and "ability to pay."

Tax Analysis

Knowing the potential tax cost to you of selling assets - such as stock, bond, or mutual fund investments, real estate, IRAs, and stock options — for needed cash? Identifying and analyzing property settlement tax considerations and consequences? We project federal and state income taxes, capital gains taxes, and net spendable income for self-employed spouses.

What's Wrong with this Picture?

Determining the pros and cons of different financial scenarios? We create personalized reports and graphs that illustrate the financial status, available cash, and nest egg of each spouse. We analyze the potential short and long-term financial consequences of proposed property settlements.

Simplify Your Success

Investing to seek to meet your needs — and those of your family - going forward? Resolving specific challenges such as obtaining health, life, or disability income, or long term care insurance?

Peace of Mind

Making informed decisions? Diminishing uncertainty? We can provide each spouse with his/her own personalized binder reflecting: Today: Pre-settlement, and, Tomorrow: Post-settlement. Action items empowering a successful transition are listed.

Expert Testimony

In support of your attorney's strategy? We work with you and your attorney to prepare trial exhibits and charts to substantiate your Equitable Distribution Proposal.

Joslyn contributes a bi-weekly column to the Business Section of Main Line Suburban Life newspaper.

CONVERSATIONS explores a variety of issues which drive our financial choices.

Entrust Financial, LLC • Wayne, PA • Phone: 610-687-3515 • Fax: 610-687-3595
Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor • Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 101 West Avenue, Suite 200 • Jenkintown, PA 19046 • Phone 215.885.7115

Entrust Financial, LLC

Montgomery, Chester, Philadelphia and Delaware County, PA