Personalized Settlement Planning for Lasting Peace of Mind
We partner with claimants and attorneys to design personalized settlement strategies that safeguard assets, preserve benefits, and support long-term financial stability. From trusts and tax optimization to government benefit planning and attorney fee deferral, our approach is grounded in expertise, empathy, and lasting partnership.
Hear from Our Clients
Every story is different. From individuals planning for their families’ futures to attorneys serving their clients’ best interests, these real experiences reflect the care and customization at the heart of our work.
“We began to look at plans for each individual child that [would] keep their assets safe and allow them to live their best lives.”
— Penny Jones, Client
“The thing that most impresses me with Mirena is the way she’s able to customize what she brings to the table for the individual needs of my clients and their families.”
— Paul C. Perkins, Trial Attorney, Paul & Perkins PA
Settlement Strategies for Life’s Defining Moments
We offer a full suite of settlement planning services designed to support individuals and attorneys through life-altering financial events. Whether you're navigating injury compensation, preserving eligibility for government benefits, or planning for a minor’s future, every service is tailored to your unique needs and long-term goals.
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Coordinated Trust and Estate Protections
Navigating Probate
Government Benefits Preservation
Trust Drafting and Trustee Services
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Managing Market Based Investments
Individual, Retirement, and Trust-Based Investment Management Services
Market-Based Structured Settlements
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Life, Growth, and Income Insurance Planning
Deferral of Taxation
Transferred Risk and Guarantees
Structured Settlement Periodic Payment Agreements
Fixed and Fixed Index Annuities and Life Insurance
Review and Monitoring of Policies
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Medicare and Medicaid Optimization and Protection
Medicare Set-Aside Arrangements
Special Needs Trusts
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Catastrophic Injury Planning
Life Care Plan Analysis
Lost Wages and Present Value Analysis
Section 213 Non-Covered Medical Deductions
Caregiver Insurance
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Pre and Post Settlement Strategy
Mass Tort Resolution
Qualified Settlement Funds
Outsourced Lien Resolution
Litigation and Pre-Settlement Funding
Attorney Fee Planning
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Minors Settlement Planning
Court Approval Process
Deferred Structured Settlement and Annuities
Minors Trusts and Minors Pooled Trusts
Our Approach: Conversations First, Strategy Always
Every great plan starts with a conversation, not a product. We take the time to understand your values, concerns, and long-term vision, so we can craft a settlement strategy that’s truly built around you.
Our plans are designed to support both your immediate needs and your future goals, with thoughtful integration of income planning, investment protection, insurance, tax strategy, and trust design.
The result: A personalized plan that brings clarity, peace of mind, and confidence — now and in the years ahead.
The Right Plan Starts with the Right Partner
Let’s build a plan that reflects your values, protects what matters most, and puts you in control of your financial future.