I consult with Plaintiff’s Firms on a range of business and financial planning matters.

Together we address:

• Qualified Retirement Plans (401(k), Cash Balance, etc.)
  
• Firm Financing and Cash Flow
  
• Fee Structuring and Case Cost Decisions
  
• Comprehensive Financial Planning including:
  • Real Estate
  • Ownership and Financing
    
  • Tax Planning
    
  • Estate Planning
    
  • Risk Management and Insurance
    
  • Annuities
    
  • Education Planning
    
  • Fixed Income (Bonds) and Income Generating Investments
    
• Business Succession Planning

Over the past decade, I have worked with countless individuals and families who have endured personal injury and contentious litigation. I meet with Plaintiffs at all stages of the litigation process. I have assisted attorneys in the filing of compromise and settlement petitions. I have a network of estate planning attorneys, professional trustees and structured settlement annuity providers who assist clients in creating settlement planning solutions that address all of their potential needs, both immediate and long term.

My ongoing relationships with injured Plaintiffs involve:

• Special Needs Trusts
  
• Minor’s Settlement Trusts
  
• UTMAs
  
• Revocable Living Trusts

I adhere to fiduciary standards of practice throughout the process.