White House Financial & Settlement Consulting, LLC helps families live an easier and less stressful life through the achievement of their financial goals by providing comprehensive, fee-only, client focused financial advice and exceptional service.
Search This Blog
Young Couple Financial Planning
In this video White House Financial & Settlement Consulting founder and Managing Director talks about a recent fee only financial plan the firm did for a young couple and some of the issues we helped them with such as debt reduction, prioritizing their saving and spending, education savings planning and survivor protection using term life insurance.
White House Financial & Settlement Consulting is a fee-only, comprehensive financial planning firm dedicated to helping our clients live easier and less stressful lives through the proper management of their financial resources.
White House Financial & Settlement Consulting LLC
COMPREHENSIVE - CLIENT FOCUSED - FINANCIAL ADVICE
114 South Main Street • Suite 200 • Chelsea, Michigan 48118 • Phone: (734) 433-1670 • Fax: (734) 433-1671
We had an awesome time at the Michigan Association of Justice Worker's Compensation seminar where Cyril spoke on the best strategies for using structured settlements in Worker's Compensation cases. Click the link below to watch the short video of his presentation! Click Here to Watch Video! www.whitehousellc.com
We recently were engaged by the Guardian Ad Litem (GAL) in the case of an 11 year old boy who was struck by a care while riding his bike. The father of the boy settled the case directly with the liability auto insurance carrier pre-suit and the GAL contacted us to ensure that the boy's settlement funds were handled appropriately. The case settled for a total of $65,000 and $59,000 was being allocated to the structured settlement annuity for the boy as follows: $5,000 paid immediately upon settlement $10,000 at age 18 $20,000 at age 21 $25,000 at age 25 $35,718 at age 30 this is total benefits of $95,718! The annuity was placed with a large life insurance company rated A+ by the A.M. Best rating agency and provided the family and GAL with the peace of mind that the young man would not receive the entire amount at age 18. In addition, due to the use of the structured settlement annuity, all of the interest gained during the payout period ($31,718 to be exact) is INCOME TAX FREE! T
Please watch this excellent video where e xperienced and successful personal injury attorney, Thomas M. Bond from the firm of Kaplan/Bond in Boston tells you why a structured settlement is the best choice for the longterm financial security for you and your family when your lawsuit settles for a large sum. Hear how one man made the wrong choice and tragically lost everything. www.whitehousellc.com