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TAX-EXEMPT STRUCTURED SETTLEMENTS

Structured settlements are a method to accept compensation in personal injury cases on a tax-exempt basis, providing enhanced security and return on your settlement. 

WHY CHOOSE A STRUCTURED SETTLEMENT?

In today’s uncertain financial climate, a structured settlement offers peace of mind. Structured settlements provide a stream of payments specifically tailored to a claimant’s personal and family needs from a highly-rated insurance company. You don’t have to worry about the responsibilities and risks of managing a lump sum settlement to meet the needs of a lifetime.

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WHO WE ARE

WE ARE SETTLEMENT PLANNING EXPERTS

Our team of diverse seasoned financial-services experts share one commonality, we are Settlement Planning Experts.  While our unique backgrounds provide deep experience in financial planning, tax advice, insurance annuity structuring, and trust design, our approach is comprehensive in evaluating the unique needs of each claimant and their family.

WHY 

BENEFITS OF A STRUCTURED SETTLEMENT ANNUITY:

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GUARANTEED SECURITY

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TAX-FREE INCOME

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FUNDING TAILORED TO YOU AND YOUR FAMILY'S NEEDS

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PEACE OF MIND AND HIGHER RETURN

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Anyone settling a personal injury claim should seriously consider a structured settlement as part of their plan for financial recovery.  Structured settlements can stretch settlement funds by providing tax-free payments for lost income, medical bills or other future needs, which delivers tremendous long-term security for injured people and their families.    - WARREN BUFFET     

HOW

HOW DOES YOUR PROCESS WORK?

Our approach to settlement consulting is a highly collaborative process considering the unique needs of each claimant and case.  We provide professional advice throughout the settlement process and beyond, including evaluation of claimant’s personal and family needs in providing tailored financial solutions.

STEP ONE
MEET

We meet with the claimant and family members to understand the unique needs and desires of the injured party and family members.

STEP TWO
SOLUTION PROPOSAL

We present you with a DG Settlement Plan™ , a tailored package of financial options and recommendations to you.

STEP THREE
EXECUTION

Based on your decisions, we will execute on your tailored plan and provide long-term continuing support.

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COST

WHAT WILL IT COST?

If your case is resolved with a structured settlement, our fees are 100% paid for by the financial institution that guarantees your future payments.  This way, our goals are aligned with yours.

CONTACT US

Call us any time to review an active claim to provide advice and solutions to help provide a beneficial and expedited path to settlement.

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