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Divorce
A pending divorce is an unfortunate life situation that needs special attention. We are especially qualified in this area because we can provide emotional support as well as clarity of thought in this emotionally draining and pressurized times.

Karen Codman has been a financial advisor for over 15 years, providing a full range of planning and wealth management services. She believes in a comprehensive approach to financial planning, basing your plan around our “Financial Clarity Planning Process”, which allows you to coordinate and manage your current financial decisions to achieve your goals for tomorrow. Karen and her staff strive to create a warm, comfortable, non-threatening environment for our clients . We are passionate about helping you achieve your goals. As a Certified Divorce Financial Analyst®, Karen works with clients individually or in couples and helps them understand the short and long term financial effects of divorce. Karen helps you avoid the common pitfalls that may arise in your situation, and offers insight into the pros and cons of different settlement proposals to help you make wise choices.

Using a tailored version of the Financial Clarity Process, we can provide the following services:
  • Clarify the current financial situation
  • Understand the tax issues
  • Work closely with attorneys
  • Develop a financial strategy
Call Karen today for a complementary consultation. at 562-728-5800.
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 Securities, insurance products, and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA and SIPC, and a registered investment advisor. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of FSC Securities.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO and OR. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.