Kimberly Surber
Financial Planner specializing in Divorce, Mom, Daughter, Animal Lover
- Role
- Certified Divorce Financial Analyst, Certified Financial Planner at Leeward Divorce Financial Planning
- Location
- Windsor, CO, US
- LinkedIn followers
- 500 followers
About Kimberly Surber
Southern California Certified Divorce Financial Analyst | Financial Planning Expert |…
Experience
Certified Divorce Financial Analyst, Certified Financial Planner
Leeward Divorce Financial Planning
Dec 2014 — Present · Temecula, CA, US
Don\'t Just Survive A Divorce; Let Your Future Thrive.I help you make informed financial decisions during your divorce. It is during this time you are asked to make incredibly important financial decisions that you may not be emotionally able to comprehend. Your attorney or mediator knows the laws; I know finances, specifically divorce finances. As your Certified Divorce Financial Analyst®, I can help you move from just surviving to truly thriving! What Kimberly Surber Divorce Planning can offer you*Assistance in completing your financial statements – listing income, expenses and all assets/property, which will be required by the courts.*Identify what insurance or work-related benefits you currently have, what you may be losing and how to get them on your own.*Provide an understanding of how child support and spousal support works.*Understanding your largest asset, the home, and what the mortgage and equity could mean to you in the divorce.*Provide guidance on retirement accounts.*Assisting in understanding the financial ramifications in your settlements.*Propose alternative settlement options.*Act as an expert witness with regards to financial issues in a divorce case if it goes to trial.Settlements negotiated as part of divorce proceedings can impact you and your family for years. even decades. As your financial advocate during these difficult times, I can be the support you need to make tough decisions in the settlement process, in handling your debt, in asset division and in making sure you have what you need to stand strong for your family. With specialized software, I can show you what impact your financial decisions could have. Each graphic report generated will show how your settlement options may affect you financially, both currently and in the future. Assistance will be provided in presenting alternative financial scenarios that will empower you and your attorney to achieve the best settlements possible.
Skills
- Retirement
- Strategic Financial Planning
- Iras
- Investment Advisory
- Disability Insurance
- Long-Term Care
- Investment Management
- Variable Annuities
- Universal Life
- Investments
- Series 63
- Certified Financial Planner
- Whole Life
- Term Life Insurance
- Personal Finance
- Social Security Income Planning
- Financial Planners
- 401k
- Asset Allocation
- Mutual Funds
- Life Insurance
- Finance
- Wealth Management
- 529 Plans
- Series 6
- Insurance
- Series 7
- Divorce Financial Planning
- Wealth
- Asset Management
- Certified Divorce Financial Analyst
- Wealth Management Services
- Small Business
- Financial Advisory
- Roth Ira
- Investment Strategies
- Retirement Planning
- Finra
- Long Term Care Insurance
- Financial Services
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