The Financial Formula
Get in touch with Rob
Estate and Insurance Advisor
Many person injury plaintiffs are unable to preserve their settlement funds for as long as they require them. Even with guaranteed income products like structured settlement annuities, it’s important to have a process for allocating the funds appropriately and staying on track over time.
STAGE 1 Current Outlook
We start by looking at the details of your settlement file and learning about your current situation. This will allow us to develop a financial plan* and properly align our recommendations for structured settlement annuities, investments strategies and other options for best preserving your settlement funds.
STAGE 2 Financial Plan
Before we can determine the best options for you, it's essential to understand how your settlement funds will need to support you and your family. We build a clear, comprehensive financial plan* that articulates your needs and how we plan to meet them.
STAGE 3 Preservation Strategy
The funds from your personal injury claim need to last, and they should be structured and allocated in a way that best meets your particular needs, whether it involves annuities, investment strategies or a combination of the two. We define a preservation strategy that works for you.
STAGE 4 Clarity Presentation
Your settlement and the circumstances surrounding it are part of your personal narrative. It's important to have a clear understanding of your preservation strategy and financial plan*. We also help you to stay on course through regular meetings.
STAGE 5 Efficient Implementation
In an efficient manner, we help you with the documentation and transfers needed to implement your annuity policy and put your financial plan* into action.
STAGE 6 Communication Mandate
Clear communication is an essential element of navigating a personal injury matter and implementing a financial strategy. Our goal is to keep you informed, and to keep up to date on relevant changes in your life after the settlement.