Settlement Planning

Settlement planning is one of those specialized services that can be greatly beneficial to both the plaintiff and their legal counsel. Unfortunately, it’s a sad fact that the vast majority of plaintiffs that acquire a legal settlement spend their total compensation in less than five years. Implementing a financial settlement plan is often overlooked during the legal settlement process, but it shouldn’t be. Synergy Settlement Services gives your clients the opportunity to utilize our comprehensive settlement planning services. We can tailor a financial settlement plan that suits your clients’ short-term and long-term needs.

Securing Your Clients’ Financial Future

We all have financial goals. For some people, this is champagne wishes and caviar dreams. For other people, it’s having a secure financial plan in place that can help provide for their family in the future. Unfortunately, when a person is a victim of a catastrophic accident, many of these plans for saving for the future immediately become compromised and the overhead during the recovery process can be overwhelming. In some cases, the injuries endured are so significant the plaintiff cannot return to work. Along with great legal counsel to represent a plaintiff’s case, employing the right settlement planner can make all the difference.

Creating the Perfect Financial Settlement Plan

The settlement planner can assist with maximizing the plaintiff’s legal settlement and then can create a strategy that will guide the plaintiff down the right path for a secure financial future. The settlement planner can assist by helping to determine your client’s long-term goals, designing a game plan to secure these financial goals, and continuing to closely track the results of this plan. Settlement plans can be extremely complicated and no two are exactly alike. If you have a client that has received a legal settlement, it’s important to have an experienced settlement planner that can help guide them through the process and help them decide what’s best for their financial future.

The legal settlement process can be very stressful and complicated. It’s best to employ an experienced professional that offers comprehensive settlement planning services. Synergy Settlement Services specializes in maximizing settlement amounts during the settlement process, focusing on the details after the legal settlement is obtained, and creating a financial settlement plan that provides long-term protection to the legal settlement recipient.

For more information or to schedule a consultation, please contact us today.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.


"I just want to thank Synergy for their great work in getting a health insurance lien resolved. The health insurance company refused to reduce their lien a penny from a motorcycle accident involving my client who was not wearing a helmet, a fact that would have hurt our award in front of a jury. Synergy put tremendous pressure on this company, and after months of bombarding this insurance company with statutory requests and threats, they were able to get them to give in and reduce the lien significantly. The cost was minimal in relation to the hard work they put in, and the savings my client received. Client was very happy, and it allowed me to close out a case that I had resolved over 6 months before. Keep them in mind if you are dealing with a smug insurance adjuster who felt confident he would not have to reduce a lien, like I was dealing with. Thank you very much Synergy."

Jeffrey A. Adelman, Esq.
Adelman & Adelman, P.A.

"Synergy is an invaluable partner in the mediation process. They have extensive expertise in Medicare, Medicaid and Structured Settlements and the ability to explain the impact of these complex concepts to my clients in simple, clear and understandable language. This allows me to focus on obtaining the best possible result in the settlement process."

Michael J. Winer, Esq.
President Florida Workers Advocates (FWA)

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