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.


Synergy’s team makes it easy to deal with all of the issues we hate at the end of the case. Dealing with Medicare, ERISA liens, keeping eligibility intact for Medicaid and complicated planning for the client’s recovery. The experts we work with regularly at Synergy do a great job of making sure I am protected as are my clients.

J. Clancey Bounds
Bounds Law Group

"Synergy is a valuable partner in the successful resolution of catastrophic cases. Their understanding of complex issues including Medicare, Medicaid and financial planning – allows me to be certain that my clients and practice are protected."

Hector J. Lombana
Gamba & Lombana

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