The Bigger Picture

Robert Tick

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Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
Why Work with Us > The Bigger Picture

While many structured settlement or annuity specialists provide only the product itself, we also have the expertise and breadth of services to provide overall financial guidance.

This means we can look at the bigger picture to ensure you're making the most financially advantageous and well-suited choice with your settlement funds. We offer financial advisory services through Mandeville Private Client Inc., so that if this is determined to be the best course of action, we can advise on a range of securities to meet your specific needs.

Other benefits of working with us:

  • Over 20 years of experience helping successful plaintiffs navigate the financial challenges of their personal injury matters
  • Fully qualified and certified to provide structured settlement annuities as well as a host of other financial products and services
  • Connected to national insurance broker
  • Formal process to integrate annuities with other wealth strategies, and to preserve and maintain your wealth

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Your personal injury settlement is meant to help support you when your physical ability to do so has been limited, but it comes with no guarantee. We provide the structured process, strategy and guidance to ensure your wealth lasts.
Robert Tick, PFP®, CIM®
Investment Advisor