Legacy Investment Advisors is an innovative plaintiff centered settlement planning firm. Our philosophy and business model allows us to offer plaintiffs and their attorneys a comprehensive range of services, products and independent advice.
For the plaintiff these include customized settlement planning solutions, asset protection and cash flow management strategies, and periodic payment income plans that provide tax advantaged alternatives to taking a lump sum. We help those who want to maximize the use of their money while minimizing investment risk, maintain eligibility for public benefits and secure their future.
For plaintiff attorneys, we are a valuable member of the team due to the increasing complexity of the settlement planning process. We provide a comprehensive range of services and solutions to reduce liability and increase client satisfaction.
Whether your financial windfall will come from a settlement, sale of a business, divorce, inheritance or other source, we help minimize taxes, coordinate public benefits and offer income planning to prevent premature dissipation of your funds. We’ve learned that it is not how much money you receive, but how much of it you keep that matters. Our objective is to provide you with protection, choice and control over your future.
Our clients include:
- Personal injury victims, their families and attorneys.
- Individuals selling a business, real estate or professional practice and their advisors.
- Recipients of a settlement for harassment, discrimination, or other dispute.
- Attorneys who structure their fees.
- Workers compensation recipients.
- Anyone who would prefer a safe, predictable source of income as an alternative to a lump sum.
- People who want to safely invest equity to create wealth.
Visit the rest of our website to see how Legacy Investment Advisors is taking settlement planning in a new direction.
