Service Archive - Move Forward Capital

Serving clients in all of Southern California
310.944.1105
hello@mymoveforward.com

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Recent Posts

The Importance of Attorneys and Mediators Hiring a CDFA® 10 May 2024
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Why Working with a CDFA® During Divorce Is Important 06 May 2024

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401k Attorney Support CDFA® Divorce Finance IRA Litigation Mediation Pension Benefits Post Divorce Retirement Income Social Security

Move Forward Capital specializes in retirement planning and divorce financial planning for clients in Rolling Hills Estates, Torrance, Long Beach, Huntington Beach, Santa Ana, Irvine, and Southern California.

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Office Address:
Rolling Hills Estates, CA 90274
Phone: 310.944.1105
Email: hello@mymoveforward.com
Mon-Fri: 8:00 AM – 6:00 PM

Move Forward Capital provides guidance and analysis specializing in the financial aspects of divorce. Neither Move Forward Capital, nor Dianne Shumway, is an attorney and does not provide legal or tax advice. Guidance provided is related to the specific financial affairs of the client during a divorce and should not be relied upon as legal or tax advice. Clients are encouraged to discuss the analysis and recommendations provided by Move Forward Capital with their legal and tax advisors before acting upon any recommendation made. Dianne Shumway is also an investment adviser representative and can provide additional advisory services, such as financial planning and investment management, separate from the consulting services. Advisory services are offered through Secure Investment Management LLC ("SIM"), a federally registered investment adviser with the Securities and Exchange Commission. Note that registration as an investment adviser does not imply any particular level of skill or training. Move Forward Capital is not affiliated with Secure Investment Management and is independently owned and operated.

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