WHAT SETS US APART:
- CLIENT DRIVEN, NOT COMMISSION DRIVEN
- EXPERTISE IN SPECIAL NEEDS TRUSTS
- PRESENT ALL QUOTES AND FINANCIAL RATING INFORMATION FOR CONSIDERATION
- ADVOCATE MEETING WITH CLIENT PRIOR TO MEDIATION TO ADDRESS STRUCTURED SETTLEMENT ANNUITY/FINANCIAL ISSUES
- FORWARD APPROACH IN DUE DILIGENCE ISSUES- DOCUMENT FILE WITH MEETINGS/QUOTES/LETTER OF REJECTION
- PROMOTE BALANCED ALLOCATION OF FUNDS IN TRUSTS AND STRUCTURED SETTLEMENT ANNUITY WITH CLIENTS NEEDS AS PRIORITY
- OFFER VARIABLE ANNUITY OPTION FOR TAX-FREE GAINS OF STOCK INVESTMENT ACCOUNTS
- USE "SECURED CREDITOR STATUS" AND "COMMUTATION BENEFIT RIDER" TO PROVIDE ADDITIONAL SECURITY AND LIQUIDITY AT NO ADDITIONAL COST
- ADVOCATE SPLIT-FUNDING TO DIMINISH RISK
- TRUST CONSULTING
- EXPERT TESTIMONY
- OFFER SERVICES OF SEASONED FINANCIAL PLANNER WITH SAN ANTONIO OFFICE AND UNIQUE INTERNET SERVICES
- EXPERTISE IN PROFESSIONAL LIABILITY ISSUES
- ADDED VALUE OF 30+ YEARS OF PERSONAL INJURY LITIGATION
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