First Steps in Settlement Planning

Your Path to a Brighter Future

Did you know that Settlement Planners have access to specialized solutions that traditional financial planners do not?

Before making any decisions about what to do with your Settlement Funds, it's a good idea to know all of your options. The opportunities available to you will vary depending on the details of your case, and your best options will depend on your particular needs.

Past, Present & Future Needs Worksheet

Download our step-by-step, fillable worksheet* to get a clear picture of your post-settlement needs.

Option to save for your own reference or submit directly to us for analysis and a free proposal—no commitment required.

*Fill & Submit on a desktop computer