For Attorneys

We partner with contingency fee firms to streamline the settlement process and optimize financial outcomes—for both your clients and your practice.

  • Case Support: Clear, efficient guidance for clients on structured settlements, tax considerations, and long-term planning without slowing down the resolution.

  • Fee Deferrals & Wealth Strategies: Tailored planning for large fee awards, focusing on tax deferrals, timing, asset protection, and estate planning.

For Clients

Navigating life after a lawsuit can be overwhelming. We provide a calm, supportive space to help you step back, ask questions, and move forward with confidence.

  • Plain Language: Complex financial options and structured settlements explained simply, without the legal jargon.

  • Future Security: Dedicated support to help you manage immediate needs and transition smoothly toward long-term financial stability.

Settlement Planning

Structured Settlements

Non-Qualified Structured Settlements

Qualified Settlement Funds (468B Trusts)

Government Benefit Preservation

Attorney Fee Deferral Strategies

Medicare
Set-Asides

Mass tort settlement resolution

Probate Coordination

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Guidance That Matters

Thoughtful Planning, Lasting Impact

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Location

600 Superior Avenue East,
Suite 2550
Cleveland, OH 44114

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