Services
Our financial toolkit
Every client is different. We have the tools to build a plan designed for you — from investment portfolios and annuities to structured settlements and special needs trusts.
Settlement Toolkit
Purpose-built for settlement clients
Investment Portfolios
Customized equity and fixed-income portfolios with full transparency on the Altruist platform.
Annuities
Guaranteed income streams so you never outlive your money, with inflation protection options.
Structured Settlements
Tax-advantaged periodic payment structures that optimize how your settlement is paid out.
ETF & Lifestyle Funds
Professionally managed, diversified funds aligned to your risk tolerance and income needs.
Special Needs Trusts
Preserve government benefit eligibility while we help manage assets for long-term care.
Medicare Set-Asides
Coordinated MSA planning to protect future medical benefits and comply with federal requirements.
Holistic Wealth Management
Beyond the settlement
Complete financial planning that adapts as your life evolves.
Budgeting & Cash Flow
Periodic discussion of spending and savings habits to ensure your day-to-day finances align with long-term goals.
Retirement Planning
Strategic modeling of 401(k)s, IRAs, and Social Security to guarantee a sustainable income stream throughout your golden years.
Investment Portfolios
Customized, tax-aware asset management utilizing the Altruist platform for full transparency and cost-efficiency.
Insurance Planning
Protecting your family's standard of living through comprehensive life, disability, and long-term care insurance analysis.
Education
Designing college funding strategies using tax-advantaged 529 plans and cost-projection models for your children's future.
Estate Planning
Properly structured wills, trusts, and power of attorney documents to ensure a smooth transition of your assets.
Not sure where to start?
Every settlement is different. Schedule a confidential conversation and we'll help you understand which services fit your situation.