WHY CAPSTAN?

Divorce is a difficult time in one's life and filled with challenging issues that must be resolved.  We specialize in working with pre and post divorcees to help assess their current and future financial situation.  Naturally divorce is filled with times of fear and uncertainty about the future.  While there are many considerations during this process, we make it our goal to help you complete the proper planning so that you can feel more confident.  From devising a new budget and retitling assets to updating beneficiaries and assessing liabilities, Capstan can help you prioritize and tackle the issues that matter to you most.  Relying on over 50+ years of financial industry experience, we spend a great deal of time focusing on education to help you strive for peace of mind during this time in your life.

 

WE SPECIALIZE ON HELPING:

  • Management of risk
  • Designing financial divorce investment strategies
  • Guiding clients on financial management during difficult transition periods
  • Educating clients on financial advantages and disadvantages of either retaining or giving up certain assets
     

LET US HELP TAKE THE GUESSWORK OUT OF THE TOUGH DECISION MAKING FOR YOUR DIVORCE INVESTMENT PLANNING.

 


Email Carrie


 

Carrie Hulen, CRPC®, ADPA®
Partner / Financial Consultant
 

  • 25+ years Financial Industry Experience
  • Portfolio Strategist & Technical Analyst
  • Chartered Retirement Planning Counselor (CRPC®)
  • Accredited Domestic Partnership Advisor (ADPA®)

    Click here for full bio
     


 


Email Tom

Thomas McDonald, CFP®
Senior Vice President
 

  • 31+ years Financial Industry Experience
  • Portfolio Strategist & Technical Analyst
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • B.S., Florida Southern College

    Click here for full bio

 

 

 

 

 

 

 

 

 

 

 

 

Wells Fargo Advisors Financial Network is not a legal or tax advisor.