Services for Attorneys
As your client’s attorney, your goal is to prepare your client’s case using every possible resource. Accurate financial information and dependable research are vital to reaching an equitable settlement. Once an agreement is reached, your client needs a comprehensive financial plan that works long after the case is closed.
Nicholas Ventimiglio, CDFA, knows what it takes to provide the support needed by a client’s legal team. We will work with you every step of the way to help you achieve a fair, financially equitable divorce or probate settlement.
Our professional expertise includes:
• Federal, state, and local tax issues
• Child support and alimony
• Personal and marital property rights
• Real estate settlements
• Division of property and evaluation of investment assets
• Evaluation of retirement and pension assets
• 529 college savings plans
Services to the attorney include:
• Investigation of hidden assets
• Comprehensive financial information and detailed research
• Effective, specific financial recommendations
• A personal financial plan for your client
• Testimony as an expert witness
Benefits to the attorney include:
• Financial and asset research that supports your case
• Credible expert witness testimony if the case goes to court
• Financial planning expertise that helps your client make a smooth transition
• The knowledge that your client has received comprehensive services
We understand that transitions—divorce, becoming a widow—can be stressful for your client. At a cost that is surprisingly affordable, we offer a choice in how we interact with our clients and their attorneys.
• We can work closely with you and your client as a visible and reassuring member of your team.
• If your client is more comfortable working with you alone, we can act as a silent and discreet partner. We will provide you with our full range of services to help you move your client’s case forward.
It’s your choice. We invite you to contact Nick Ventimiglio to discuss how we can assist you.
• Child support and alimony
• Personal and marital property rights
• Real estate settlements
• Division of property and evaluation of investment assets
• Evaluation of retirement and pension assets
• 529 college savings plans
Services to the attorney include:
• Investigation of hidden assets
• Comprehensive financial information and detailed research
• Effective, specific financial recommendations
• A personal financial plan for your client
• Testimony as an expert witness
Benefits to the attorney include:
• Financial and asset research that supports your case
• Credible expert witness testimony if the case goes to court
• Financial planning expertise that helps your client make a smooth transition
• The knowledge that your client has received comprehensive services
We understand that transitions—divorce, becoming a widow—can be stressful for your client. At a cost that is surprisingly affordable, we offer a choice in how we interact with our clients and their attorneys.
• We can work closely with you and your client as a visible and reassuring member of your team.
• If your client is more comfortable working with you alone, we can act as a silent and discreet partner. We will provide you with our full range of services to help you move your client’s case forward.
It’s your choice. We invite you to contact Nick Ventimiglio to discuss how we can assist you.
Benefits to the attorney include:
• Credible expert witness testimony if the case goes to court
• Financial planning expertise that helps your client make a smooth transition
• The knowledge that your client has received comprehensive services
We understand that transitions—divorce, becoming a widow—can be stressful for your client. At a cost that is surprisingly affordable, we offer a choice in how we interact with our clients and their attorneys.
• We can work closely with you and your client as a visible and reassuring member of your team.
• If your client is more comfortable working with you alone, we can act as a silent and discreet partner. We will provide you with our full range of services to help you move your client’s case forward.
It’s your choice. We invite you to contact Nick Ventimiglio to discuss how we can assist you.