Comprehensive Planning Services

Recommendations are based on a thorough understanding of the plaintiff's current and future needs while considering their wants, wishes, and dreams.

Current & Future Cash Flow Analysis
Understanding our client's income needs and spending habits is the foundation of any sound financial plan. Once established, we can create visibility into our client's financial future and provide illustrated projections as to the longevity and resilience of each client's resources.

Present Settlement Value of Life Care Plans
Recognizing and quantifying the present value of future needs will ensure that our client's resources are properly allocated and that their financial plan accurately reflects the cost of their ongoing financial obligations.

Comparison of Hypothetical Scenarios
We assist our clients in making key financial decisions by illustrating their viable options and providing a preview of the probably outcomes. These hypothetical projections empower our clients with invaluable foresight on how to best move forward.