An indispensable partner in settlement planning
Our goal is to maximize settlement dollars for the client, with or without a structured settlement annuity...
We do our homework and offer resources for: college planning, inflation rates, retirement issues, Social Security, SSI, Medicaid, Medicare Set Aside Trusts, Special Needs Trusts, Minor's Trusts, Life Care plans, life and health insurance.
It is good to keep in mind with new and future tax increases and means testing of future benefits, that structured settlement annuities are not reported, exempt from creditors and excellent tools for retirement and estate planning. Annuities are recommended by investment advisors because having a guaranteed income stream will give you the freedom to take a little more risk elsewhere.
Your referrals are always welcome and greatly appreciated...