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
Keylinks
More profiles to browse
JL
Jesse Longoria
Director and Investment Adviser
Larry Peterson
Certified Financial Planner(TM) Professional and Managing Member
Matthew D. Peck
Financial Advisor
CB
Cameron Bowen
Investment Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth