Matheson Financial Services Address: 23160 Fashion Dr., #225, Estero, FL 33428 Contact: Robert Matheson Phone: (239) 992-2111 Fax: (239) 659-0459 E-mail: bob@mathesonfinancial.com

Description of Services

Divorcing couples need financial expertise. Robert Matheson, founder of Financial Divorce Planning and Matheson Financial Services, has been a successful financial consultant since 1973. As a registered Investment Advisor, providing investment management and investment supervisory services to corporations, individuals, endowments, and retirement plans. Awarded third and first in the country for investment advisory services by his former broker dealer in 1994 and 1997 respectively. Matheson Financial Services offers the following: Trained as a Collaborative financial neutral; Providing divorce support services; Analysis of financial alternatives in divorce settlement; Valuation and division of property; Valuation of retirement plans and future cash flows; Tax analysis of various alternatives and creative solutions; Assistance in preparation of QDROs; Assistance in preparation of exhibits; Expert Witness Testimony; Help in selection of attorneys; Fraud detection; and Annuity alternatives. Please be sure to mention Divorce Source when contacting our office. Other Places to Visit: Matheson Financial Services Florida Divorce Source Robert Matheson

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