As a managing director for Bear Stearns, I was known as a successful wealth adviser, having under management more than $175 million dollars of clients’ assets. I’m excited now to announce that I have recently partnered with Millennium Settlements in order to offer my clients structured settlements in addition to my other financial planning services.
I chose Millennium Settlements because they have been a trusted leader in the structured settlement industry for more than 30 years. As a successful attorney, you understand that structured settlements can be a valuable settlement tool to help bridge the gap between the plaintiff’s demand and your offer. Structured settlements can be used in virtually any type of lawsuit when you think the claimant/plaintiff will be interested in the security of either tax-free (physical injury cases) or tax-deferred (all other legal suits), long-term payments.
Together, Susan R. Clark, CSSC of Millennium’s Austin office, and I are able to work with you and your clients to create settlement offers that appeal directly to the claimant(s) by evaluating their unique needs. Instead of just a structured settlement, as most other firms offer, we can offer the claimants structured settlements in addition to the full array of other financial planning products through my firm, Retire Well Dallas. Our team approach is truly unique in the industry, designed to meet the varying needs of each claimant through an innovative settlement plan that brings results.
We approach the entire settlement from a comprehensive planning perspective, asking the right questions and evaluating the important issues in-depth in an effort to create meaningful solutions. We customize the design of each settlement plan to work specifically in the best interest of the claimant and their families, while working hard as part of your team to settle the case quickly.
Involving myself and Ms. Clark early in your case enables us to assist and advise you and your client regarding different financial options, the cost to fund future damages and the preservation of public assistance, as well as the best variety of financial options once a settlement occurs. All of our structured settlement services are provided with no charge to you or your client, and include:
- Financial Needs Analysis
- Settlement Plan Design
- Mediation Attendance and Litigation Support
- Structured Settlements
- Complete Document Preparation and Review
I look forward to speaking with you. Please feel free to call me at 214-762-2327 or Ms. Susan Clark at 512-213-5982.
Contact Mark S. Gardner