Monthly Archives: December, 2013

Tragic Story of Special Needs Girl with a Settlement Who Passed Away

Stories like this are exactly what we try to prevent with our settlement planning services.  It is a tragedy that this little girl wasn’t protected by those that should have been looking after her. Of course there are circumstances where everything is done right and things like this still happen, but proper planning for those who…

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Settlement Planning – What is IRR and Does It Matter?

At Synergy, we spend a lot of time in mediations helping attorneys and their seriously injured clients to plan for their post settlement future.  We try to create holistic settlement plans that meet our client’s needs while taking the least possible amount of risk.  The majority of financial products in the settlement industry are fixed income or fixed interest products.

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TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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