Structured Settlement, Financial Planning, and Medicare Set Asides

Our independent, experienced team of certified planning professionals are committed to work with you for your most difficult Workers Compensation and Liability cases. We have over 33 years of experience in administering the entire claim adjudication process, including Structured Settlement, Medicare Set Asides, and associated Financial Planning solutions. With our partners, our plans have been recognized throughout the industry as a leading source of financial products and services. Our unique vision and support is to create plans meet the unique issues that face individuals with catastrophic illness or injuries. We understand and appreciate the importance of your time, and we are available to compliment your existing resources on each and every file.

Products and Services

We provide best practice experience and data to assist in the entire financial solution at the end of the claim settlement process. With over 30 years experience and 1,200,000 claims valued over $160 Billion, we will support your case for every aspect of settlement by providing these services:

Financial profiles which detail the individual financial concerns and needs, as well as key information about your current situation.
Complete analysis of the client requirements using our RiskPro® infrastructure and network.
Thorough review of the entire file, obtaining the necessary information for written financial analysis that helps finalize settlement costs.
Financial Planning for the entire life cycle which takes into consideration the current and future situation, and provides advanced asset allocation strategies for the specific financial objectives.
Estate Planning Strategies including a detailed analysis of advanced life care situations to address more complicated and complex situations.
Flexible arrangements with financial service and wealth management partner organizations for trustworthy and secure products.
Rush Services 7-10 days.

How do I get started to refer a Structured Settlement Solution request?

The easiest way is to call us at 585-586-4530 and have one of our representatives help you. Other ways are to:

Click Here for Our Referral Form.

Or,

Click Here for Our Online Contact Us Form.

We are dedicated to serve you with our outstanding team of risk, claim, medical, and legal practitioners to provide you the best Structured Settlement Solutions results in a timely manner. Call us today to see what a difference we can make for your most difficult claims.