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.
We were recently engaged on a case by one of our plaintiff attorney clients. The case involved a young lady who was severely injured in an ATV accident when she was in high school. She is currently 19 years old. There was a facilitation in the case where she was presented with structured settlement proposals by the defendant insurer's structured settlement broker. These proposals only confused the young lady because they had nothing to do with her actual goals and financial needs. We met with her and her mother at their home and crafted a customized financial plan that included both structured settlement annuity and other investment vehicles to secure both her short and long term financial needs. We were very happy to be able to help this young lady and her family by taking some of the confusion and worry out of her future!