Structured Settlement Design & Planning
Our customized settlement plans can include individualized structured settlement tax free annuities to meet each client’s unique needs. We analyze each client’s specific circumstances and offer customized tax free income stream options. The structure is only part of the overall financial plan as we have access to a wide array of products and tools. The structured settlement annuities are from the highest rated life insurance companies in the structured settlement marketplace. Since we are independent advisers having no affiliation with one particular life insurance company, we shop the marketplace to obtain the best combination of rated ages and rates with outstanding life insurance companies.
