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Jon-Paul Holyoak CDFA®
ArMA Financial Services, Inc.
18899 North Thompson Peak Parkway |
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ARMA Financial Services, Inc. Every person going through divorce has many important and often overwhelming decisions to make. The financial agreement you reach during this emotionally charged time will have a lasting impact on your life after divorce. If that isn’t stressful enough, you often have only one chance to “get it right.” J.P. Holyoak, Executive Vice President of ARMA Financial Services, specializes in divorce financial planning for high net worth individuals. He works with attorneys, mediators and collaborative professionals to provide clarity on complex financial issues that arise both during and after a divorce. Our Commitment to You We will work with you, your attorney and other trusted advisors to coordinate the legal and financial aspects of your divorce. We will help you through difficult choices that are often part of the divorce so you can start building your new life. Perhaps most importantly, we can reduce the stress inherent in every divorce, helping prepare you for a financially successful future. Services Provided Before and During Your Divorce - Work with your attorney to achieve favorable asset division, child support and alimony solutions. - Educate clients on the short and long term financial impact of any proposed divorce settlement. - Evaluate the assets (stocks, bonds, real estate, mutual funds, options, pensions, etc.) and debts that are to be divided to achieve favorable outcomes. - Create personalized reports and graphs that illustrate the financial status, cash flow, and graphic net worth of both parties. - Offer subjective insight into the pro’s and con’s of different settlement proposals from an investment perspective. - Help clients through areas of financial disagreement, showing alternative ways to accomplish favorable results. - Work with your accountant to help avoid unintentional income, capital gain and estate tax consequences. - Evaluate your options in dividing, replacing or adding life, disability, health and other insurance. - Assist attorneys in tracing asset movements through brokerage and banking accounts. Services Provided After Your Divorce - Create a comprehensive Financial Plan for your new financial future. - Manage the financial settlement. - Provide you with ongoing education and financial guidance. - Help manage your cash flow and budget. - Monitor and manage your life, disability, and long term care insurance to ensure you can continue to meet your needs. - Confirm that your Estate Plan, including Trusts and Wills, are updated. ARMA Financial Services J.P. Holyoak is a Certified Divorce Financial Analyst and an Accredited Investment Fiduciary. He has 10 years of experience working in the financial industry and is nationally recognized and respected for his focus on guiding clients through the financial transition of divorce. He leads the firm’s practice area that is devoted to helping divorced and divorcing individuals make smart financial decisions. Believing in a client centered approach that values service and quality above everything else, J.P. is a personal advocate for each and every one of his clients. His role includes offering integrated wealth management to high net worth clients and servicing clients and lawyers with divorce settlement needs. J.P.’s primary goal is to assist clients in making informed decisions concerning financial issues encountered during the divorce process and provide the tools necessary to rebuild their financial lives following the divorce. ARMA Financial Services has been serving high net worth investors since 1986 and has built its reputation on independence, sophisticated knowledge, personalized solutions, high ethics and sincere caring. For our existing clients’ benefit, we will accept only a limited number of new clients every year. We have established a minimum criteria for new clients so that we can continue to provide the highest level of service possible for everyone. For more information or to schedule an appointment, contact: J.P. Holyoak at 480-505-4085 ARMA Financial Services, Inc. 8585 East Hartford Drive Suite 118 Scottsdale, AZ 85255
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800.875.1760
