Financial Needs Analysis

After meeting with the injury victim or reviewing the life care plan, we can create a comprehensive assessment of the plaintiff’s immediate and long-term financial needs. After completing this financial analysis, we can recommend a settlement plan to address the needs for income, medical care, education and retirement. If a life care plan has been prepared, we can analyze the plan to determine the funding cost utilizing different financial products.

TESTIMONIALS

"In my business as a plaintiff’s products liability lawyer, everything begins and ends with our clients. In our firm we never handle a significant case without the assistance of Synergy. Why? Very simple: we trust Synergy with our clients. Yes, Synergy only works with plaintiffs. And yes, they are highly technically proficient and know this business cold. But what makes them different from others is that they listen to our clients, make our clients comfortable with complex issues, and always put the interests of the client first. In my opinion, because of their unique ability to handle people with sincerity and compassion in their time of crisis, they stand head and shoulders above his competition."

Richard Newsome
Newsome Law Firm, Past President of Florida Justice Association

Hospital "Liens" vs. "Debts": A Distinction With a BIG Difference ​​​​​​​Third Thursday Webinar Series

Join Director of Synergy Medical Bill Clinic, Michael Walrath, Esq. as he delves into the differences between “direct provider liens” and mere “medical debts.” In this webinar, he will describe how and why these important distinctions impact the lien resolution process and expected outcomes, while also dictating the various ethical and legal exposures faced by Plaintiffs’ Lawyers, post-settlement. A 15 minute Q&A will follow the presentation.

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