First Steps in Settlement Planning
Your Path to a Brighter Future
Did you know that Settlement Planners have access to specialized solutions that traditional financial planners do not?
Knowing all your options before deciding what to do with your Settlement Funds is a good idea. The opportunities available to you will vary depending on the details of your case, and your best options will depend on your particular needs.
Take charge of your financial future
Past, Present & Future Needs Worksheet
Download our step-by-step, fillable worksheet* for a clear picture of your post-settlement needs.
Save for your reference or submit directly to us for analysis and a free proposal—no commitment required.
* Fill out and submit on a desktop computer.
OR contact us with any questions you may have.