CoverProfile

Greg Maxwell

Certified Financial Planner | Financial Advisor

Amicus Financial Advisors

United States, Utah, Bountiful

About Me

As an attorney, Certified Financial Planner, and settlement planner, I help plaintiff attorneys and their clients nationwide navigate settlement-related legal and financial issues. My areas of expertise include: Income tax planning strategies for plaintiffs and plaintiff attorneys; Settlement proceeds planning; Investment management; Structured settlements; Special needs trusts; Government benefits planning. I set up my law firm and settlement planning firm to be the one-stop solution for a settlement recipient’s legal and financial needs. That way, plaintiff attorneys don’t need to call one firm for a structured settlement annuity, another firm for investment management, and yet another

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Profile Information

Certified Financial Planner | Financial Advisor

Amicus Financial Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bountiful

Utah

United States

Feb 23, 2025

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