Injury Victims

For Injury Victims

We understand that injury victims have unique financial needs. Some are highly predictable, like the need for post-injury income replacement or routine medical care, while other needs just can’t be predicted. Our comprehensive settlement asset management solutions can give injury victims the safe and secure income stream they need to face their financial future. At the same time, our products provide liquidity and flexibility to deal with the uncertainties injury victims can face after a financial recovery.

Our team is focused on meeting and exceeding the needs of injury victims. We are dedicated to providing unmatched attention to detail when it comes to our client’s requests. Understanding the needs of an injury victim is critically important and that is precisely why we founded Synergy Asset Management. SAM has extensive experience in dealing with injured individuals that require lifelong care. We also are experts at managing assets to meet a lifetime of needs. SAM’s team has a combined 70 years of investment management, legal and settlement planning experience. We put this experience to use to safeguard the injury victim’s recovery and efficiently manage disbursements so that the money is available when needed.

Our team will work closely with family members and professional guardians or caregivers to help injury victims and their loved ones focus on recovery rather than the daunting task of managing finances. Our job is to alleviate the financial strain and assist with the complex financial decisions that accompany a personal injury settlement. Our team’s personal service includes working with family members and medical providers to assist with bill paying, coordination of necessary medical services, acquisition of specialty equipment, home modifications and many other necessary services.

Our goal is to build a foundation for a bright financial future for those who have suffered an injury. That is our mission and purpose.



"In my twenty-two year career as a trial lawyer I've handled my share of catastrophic cases and structures, but imagine the complexity of an engaged, unwed mother catastrophically injured during delivery, giving birth to a healthy child, but left in a vegetative state? The issues of guardianship and entitlements of the newborn, the rights of the biological father-fiancé, an out-of-state teenage child of the mother, lifetime maintenance of the mother, as well as the rights of family of the mother, who became her primary care-takers? Synergy systematically managed the seven figure tender of one defendant, the establishment of a Qualified Settlement Fund, a Special Needs Trust, and multiple structures, all the while concurrently maintaining the various entitlements to ancillary services, as well as the remaining litigation. Everything was handled professionally, timely and literally without a hitch. Truly an amazing feat."

Marcus J. Michles II
Michles & Booth

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The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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Understanding Structured Settlements and Medicare Set-AsidesThird Thursday Webinar Series

The parties agree that a Medicare Set-Aside is needed, now what? In this month's webinar, presented by Synergy CEO, Jason D. Lazarus, you will learn about the process basics for setting up a set aside including MSA allocations, funding mechanisms for set-asides, post-settlement administration as well as an overview of the process to make sure you close the case compliantly.

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