Turning a single settlement into a secure future.

After a serious accident led to the loss of a limb, the client was presented with a cash settlement—but the future looked uncertain. What if the money didn’t last? What about rising medical costs and future care?

That’s when the attorney reached out to us to explore better options.

Designing Income with Intention

We crafted a structured plan that prioritized monthly support while setting aside funds for specialized prosthetics, therapy, and unexpected needs. The attorney stayed in control, and we made sure the client understood every step.

The Result: Predictable Income, Lifelong Relief

Instead of spending down a single check, the client now receives steady payments and knows their future medical care is covered. The attorney walked away with more than just a win—they gained a client for life.