Entrust Financial, LLC
Montgomery, Chester, Philadelphia and Delaware County, PA
| The Entrust Story | Investing Today | Total Service | Divorce Transitions | Commentary | In the News | Contact Us |
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DivorceDo You Need Assistance?
Show Me the MoneyDetermining 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...AlimonyFiguring 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 AnalysisKnowing 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?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.
Simplify Your SuccessInvesting 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 MindMaking 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 TestimonyIn 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.
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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. 
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Home | The Entrust Story | Investing Today | Total Service | Divorce Transitions | Commentary | In the News | Investing for Women | Contact Us
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