Navigating the complexities of personal injury settlements requires expert guidance. Our Settlement Consulting services help you understand the full scope of your options, ensuring that you make informed decisions at every step. Whether you're negotiating a lump sum or exploring structured settlements, we help you maximize your settlement’s value and secure your financial future.

Our Fiduciary Financial Planning services ensure that your financial interests come first. We act as your trusted advisor, providing comprehensive financial strategies designed to protect your assets, grow your wealth, and support long-term financial security. With a focus on ethics and transparency, we help you plan for a stable and prosperous future post-settlement.

A structured settlement can provide reliable, tax-free income over time. We offer tailored Structured Settlement & iStructure annuity solutions that help you secure a steady stream of payments for medical costs, living expenses, and future needs. iStructure provides an index-linked option to target market upside, ensuring you receive a plan that aligns with your financial goals while keeping pace with the economy.

Annuities and life insurance products can be vital components of your settlement strategy. We provide access to sales and service from dozens of A+ rated life insurance companies. We serve as your agent and offer expert guidance in selecting annuities and life insurance policies that align with your goals, helping you create a financial cushion for the future. Whether you need a fixed annuity for consistent income or life insurance to protect your loved ones, we’ll help you secure the coverage that meets your needs.

Our Trust & Asset Management Coordination services help you manage and protect your assets, ensuring they are aligned with your personal goals and financial needs. Whether you’re establishing a trust or seeking to optimize your asset portfolio, our team works closely with you to implement strategies that safeguard your wealth for generations to come.

Effective estate planning is essential for ensuring your assets are distributed according to your wishes. Our Estate Planning Coordination service provides comprehensive support in creating wills, trusts, powers of attorney, and healthcare directives. We help you craft a plan that protects your estate, minimizes tax liabilities, and ensures your loved ones are taken care of after your passing.

Maximizing government benefits while protecting your settlement is critical for long-term financial stability. Our Government Benefits Preservation services help you navigate the complexities of government aid programs, including Medicaid and Social Security, ensuring your settlement doesn’t jeopardize your eligibility. We work with you to maintain your access to benefits while preserving your financial future.

When managing large settlements, Qualified Settlement Funds (QSFs) can offer tax advantages and efficient distribution methods. Our QSF services help ensure that your settlement is handled in compliance with IRS regulations, providing a streamlined process for distributing funds to claimants or beneficiaries. We coordinate with all parties to ensure a smooth and compliant process.

Liens can complicate settlement distributions, but our Lien Resolution Coordination services help you navigate and resolve outstanding liens efficiently. Whether you’re dealing with medical liens, insurance liens, or government claims, we work with healthcare providers, insurers, and government agencies to resolve these issues and maximize your net recovery.

Non-qualified settlements are those that don’t qualify under the tax code as Personal Injury. We flexibility when traditional qualified settlement options may not be the best fit. Our team helps you understand the options for deferring receipt of non-qualified settlements, guiding you through the process to create a strategy that meets your needs. From tax planning to distribution options, we provide tailored solutions that maximize your financial benefit.

Attorney Fee Deferral allows legal fees to be deferred to future tax years. This planning helps attorneys manage large settlement fees by deferring payments, providing attorneys with greater financial flexibility on when taxable income is received. Guaranteed periodic payments and index-linked structured fees are available.

For business owners, protecting and transitioning your business to future owners is crucial. Our Business Succession Planning services provide guidance in creating a seamless plan for transferring ownership, securing your legacy, and ensuring business continuity. We help you prepare for the future, whether you want to pass the business on to heirs, sell to a third party, or establish a key employee retention plan.

Managing a legal practice requires efficient operations and strategic financial planning. Our Legal Firm Operations Consulting & Funding services help law firms optimize and scale their internal processes, from case management to accounting. We also offer funding solutions to help you manage cash flow and continue delivering exceptional legal services to your clients while going after the next big case.

In need of cash before your case is resolved? Pre-Settlement Funding offers early access to funds while your case is pending. Whether you are facing medical bills or everyday expenses, these funding options provide a bridge to financial stability without the pressure of waiting for a settlement. We offer coordination of transparent, flexible funding solutions.