After the Settlement
Get in touch with Rob
Estate and Insurance Advisor
The settlement of a personal injury claim can answer a lot of questions about the future, but it can also create several new ones: How do I ensure this wealth will last? How should I manage it so that it will support me for as long as I need it to? What are the financial options available to me?
What we offer is an integrated process for weighing your options and identifying a strategy that meets your long-term needs. By implementing structured settlement annuities in the context of a full financial plan*, we aim to help you make the decisions today that will position you strongly for the future.
We work with personal injury plaintiffs to provide:
- Structured settlement annuities that provide guaranteed tax-free income
- Guidance to select the strategies that best align with your financial plan* and objectives
- Experience and knowledge in the areas of personal injury settlements and sudden wealth events
- Resources of a nationally-recognized broker
We also offer this service for individuals facing:
- Family inheritances
- Lottery or gambling winnings
- Initial Public Offerings or the sale of a business
- Other instances of sudden wealth or liquidity events