Plan ahead. Help assure that there are resources for a long life or for a specific purpose and time frame.
Defer taxes now with one or more of the smart, sensible, affordable customized deferred compensation solutions for contingency fee lawyers
Start building or adding to income streams for the firm or individual lawyers. With attorney fee deferred compensation, a separately underwritten loan may be available.
The individual financial needs of the attorney can be addressed by structured attorney fees or an attorney fee deferred compensation program. We have several deferral tools on the shelf. Fee deferrals may also be helpful in meeting the business objectives of the law firm.
We're dedicated to ensuring that we take care of all of our clients, and that their settlement planning needs are met and exceeded. We offer high-quality settlement planning, financial planning and Sudden Money® transitional planning advice and personal client service. We’re committed to providing you with top notch support.