Financial Options

Financial Options

If you are going to receive money from your personal injury lawsuit, you have several settlement planning options for the money. By selecting from the following options you can begin to create a plan for ensuring your financial future.

Option 1: Receiving it in a single lump sum of cash and investing it in taxable financial products
Option 2: A tax-free structured settlement annuity payable over time
Option 3: Having the money placed into a trust and professionally managed for you
Option 4: Any combination of the first three options

Through the use of these different financial options you have the opportunity to plan for your future medical needs, income replacement, payment of debt or loans, mortgages, retirement, funding of a life insurance policy and a variety of other needs that you or your loved ones may consider important to address. You can even plan for other family members by setting aside part of your settlement money for their future needs such as higher education. The options are endless and can be tailored to meet your needs as well as your family’s needs.

TESTIMONIALS

"In my business as a plaintiff’s products liability lawyer, everything begins and ends with our clients. In our firm we never handle a significant case without the assistance of Synergy. Why? Very simple: we trust Synergy with our clients. Yes, Synergy only works with plaintiffs. And yes, they are highly technically proficient and know this business cold. But what makes them different from others is that they listen to our clients, make our clients comfortable with complex issues, and always put the interests of the client first. In my opinion, because of their unique ability to handle people with sincerity and compassion in their time of crisis, they stand head and shoulders above his competition."

Richard Newsome
Newsome Law Firm, Past President of Florida Justice Association

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