Philip P. Rusnak


Divorce Settlement Solutions

1700 Woodcreek Farms Rd
Elgin SC 29045
Get directions
803-713-4476

Peace of Mind Based on Sound Financial Advice

Philip P. Rusnak CDFA®, LUTCF, CSA, CLTC is a Financial Advisor and President of Preferred Financial Solutions, LLC. He is also the Founder of Divorce Settlement Solutions acting as a Certified Divorce Financial Analyst®. With over 34 years of experience in the financial services industry practicing, consulting, supervising and teaching, his focus areas are in retirement planning, business planning, financial decision making, and divorce planning.

As a Certified Divorce Financial Analyst® for 15 years and a support member of the legal/client team he offers:

Data Collection/Budget Support:   Collecting the needed data to prepare pre, during, and post-divorce reports including budget recommendations. Provides the legal team with data support and workable ideas to help the clients develop a workable divorce settlement.

Client Support:    Helping Clients manage their expectations by understanding and evaluating financial information so that ultimately, they can make informed financial decisions.

Financial Support:    Review and analyze financial data, retirement plans, benefit plans, business records, tax returns, and other financial information. Develop current and future cash flow projections to be used in structuring realistic settlement options.

Evidence Presentation Support:   Showing the future financial impact of multiple settlement options as related to tax, investments, or retirement plan issues using multiple charts and graphs.

Litigation, Collaborative, Cooperative, and Mediation Strategy Support:  Detailing the financial implications for different settlement strategies allowing the attorney to negotiate the most financially advantageous settlement for the client.

Philip has been certified in Interdisciplinary Collaborative Law since 2010, has been a Collaborative Law Trainer since 2012, is a Member of the International Academy of Collaborative Professionals, Member of the Institute of Divorce Financial Analysts, past Board Member of the South Carolina Collaborative Law Institute, and current Board Member of the South Carolina Academy of Collaborative Professionals.

Your marriage may be over, but the rest of your life is still ahead of you.

The need for competent, objective financial guidance has never been
greater. Call me today, even if you are just interested in a second opinion.

P:  803-713-4476

 

Securities offered through Dempsey Lord Smith, LLC  Member FINRA/SPIC.

Advisory services offered through Dempsey Lord Smith, LLC.