Strategic Partners

Our Strategic Partners

Synergy’s strategic partners are a vital part of the company’s ability to remain ahead of the curve in providing innovative products and services as a settlement services industry leader.

 

CapitalFirst Trust Company

CapitalFirst Trust Company serves as trustee for Synergy’s Settlement Asset Management line of products and services, possessing the critical administrative and accounting systems necessary to effectively manage the affairs of both large and small trusts.

JurisPrudent

JurisPrudent was created by top experts in tax-deferred compensation (current clients include Microsoft, Cisco and Bank of New York Mellon).  They have developed a best-in-class program that gives trial lawyers the same level of tax-deferral benefits and protections that corporate executives currently enjoy.

www.jpdsllc.com

Optcapital

Optcapital and Synergy Asset Management (SAM) have come together to offer a powerful alternative to traditional fixed attorney fee structures for contingency fees. Through Optcapital’s CaR® program, lawyers may invest their legal fees on a pre-tax, tax–deferred basis into investments of their own choosing.

 

Rising Financial

Rising Financial provides critical Medicare Set Aside Administration (MSA) support with a wide breadth of expertise that extends MSA funds to their fullest potential, protecting Medicare’s interests and reduce liability for settlement parties.

The Bank of Tampa

The Bank of Tampa fills a void in personalized trust services and coordinates needed resources, including trust, investment advisory, estate planning, retirement planning, and private banking.

Settlement Planners, Inc.

For over 32 years, the professionals at Settlement Planners, Inc. have been helping plaintiffs and their attorneys to navigate the settlement process.

www.settlementplanners.com

 

True Link Financial

True Link Financial, Inc. is a financial services firm that offers investment accounts and debit cards customized for seniors.

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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