Synergy Standards
We are dedicated to ethical leadership in the settlement planning profession. We want to improve methods for maximizing an injury victim’s recovery. We only present and recommend financial plans which advance the best interests of the personal injury victim as well as their attorney.
Professional Service
Our strict standards of excellent professional service address every aspect of our commitment to our clients. From initial interview and consultation through settlement negotiation and finalizing of a settlement plan, we provide our clients with the highest possible level of expert service.
All-Inclusive Services
To address our clients’ immediate and long-term needs , we provide all inclusive settlement planning services including a full-range of settlement planning products.
Time Sensitivity and Availability
We recognize that all parties desire a quick resolution of the settlement details once agreement is reached or recovery is achieved. Therefore, we always provide rapid service. We are available for consultation at all stages of negotiation.
Our company and our professionals attend the certification programs and support the professional codes of conduct (ethics) of both the National Structured Settlement Trade Association and Society of Settlement Planners.
