As an attorney, Certified Financial Planner, and settlement planner, I help plaintiff attorneys and their clients nationwide navigate settlement-related legal and financial issues. My areas of expertise include: ☑️ Income tax planning strategies for plaintiffs and plaintiff attorneys ☑️ Settlement proceeds planning ☑️ Investment management ☑️ Structured settlements ☑️ Special needs trusts ☑️ Government benefits planningI set up my law firm and settlement planning firm to be the one-stop solution for a settlement recipient’s legal and financial needs. That way, plaintiff attorneys don’t need to call one firm for a structured settlement annuity, another firm for investment management, and yet another for a special needs trust. I can handle all settlement-related issues in house.I focus solely on helping plaintiff attorneys and their clients, and I’d love to explore how I can maximize settlements for both clients and attorneys alike. Feel free to call me directly at (801) 683-7362 or email me at maxwell@amicusplanners.com.Outside of work, I enjoy coaching my kids sports teams, playing tennis, slicing golf balls into the next fairway, and trying not to hurt myself keeping up with my four kids.
Listed skills include Special Needs Planning, Estate Planning, Financial Planning, Trusts, and 42 others.