Divorce support for financial advisors
A CDFA partner, not a competitor. We work alongside you, never in place of you.
When a client’s marriage ends, the plan you have spent years building gets divided by people who have never seen it. Assets move, accounts get retitled, and the household you were planning for becomes two. Somewhere in that process, a lot of advisors lose one side of the relationship, and often the assets with it.
We handle the financial analysis inside the divorce so the plan comes out the other side intact, and so does your relationship with the client.
For eight years, Bob was the person advisors called. As an annuity wholesaler for Brighthouse Financial in Pennsylvania, he worked with around 300 independent advisors on retirement income and asset management questions, brought in case by case when something needed a specialist.
The CDFA work is that same arrangement pointed at a different problem. You call when a divorce lands in the middle of a plan you have spent years building. We handle that piece and hand it back.
Tidal Pointe does not manage assets and does not sell products. The engagement ends when the divorce does, and the client stays yours.
Where we come in
- Before the settlement: tax, cash flow, liquidity, and estate issues while they can still be negotiated
- During negotiation: side-by-side modelling of what each proposal produces over time
- After the decree: asset division, retitling, QDROs, and a clean handoff back to you