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

View more

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

More profiles to browse

Profile Photo
Larry Peterson
Certified Financial Planner(TM) Professional and Managing Member
JT
Joseph Tombs
Partner, Financial Planner and Settlement Planner
Profile Photo
Matthew D. Peck
Financial Advisor
JL
Jesse Longoria
Director and Investment Adviser

You Might Like

MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST