Products and Services We Provide
Settlement Planning should include one or more of several products,
included but not limited to…
For that portion of your settlement you cannot afford to
- Zero market-fluctuation risk, tax-free Settlement Annuities
For asset management and for when the cost and
timing of future needs is uncertain.
If money to care for a disabled child or spouse would
be needed should the claimant die.
If a portion of your settlement is discretionary and you
- Securities (stocks, bonds, mutual funds)
want the upside potential of the financial markets and
can accept the potential downside risk.
202 N. Allen Drive
Allen, TX 75013