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
Greg Maxwell
Certified Financial Planner | Financial Advisor
Amicus Financial Advisors
United States, Utah, Bountiful
About Me
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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