Specialized Investment and Tax Planning for Structured Settlements

If you’re an attorney who works on contingency fee cases and wants tax advantages, for years you have essentially been penalized by low fixed interest rates on your structured settlements.

Now you have a better option. At Darnall Sikes Wealth Partners, we give you greater control and choice over your structure design so that you can participate in the market, defer current taxes and make potentially higher returns. Although you still eventually pay taxes on your withdrawals, you can defer the payout as long as you choose. By helping you structure your fees in diversified portfolios, we give you an alternative to standard fixed rate solutions — and a proven strategy for reaching your financial goals.

Count on our Structured Settlement Expertise

Darnall Sikes Wealth Partners was born out of a third-generation CPA firm, and our deep bench of CERTIFIED FINANCIAL PLANNER® professionals are experienced in helping attorneys with investment and tax planning. Through our enhanced structured settlement service capabilities, we give you flexibility on the front end so that income taxes on your fees are deferred, and your deferred payouts occur on whatever schedule best meets your needs. Benefits of our investment and tax planning services include:

  • Personalized structures with diversified portfolios that have historically delivered greater returns than 100% fixed income solutions — and that also provide a significant inflation hedge on your structure.
  • Guidance on optimizing the financial potential of your diversified portfolio by potentially deferring when you take your withdrawals and/or lengthening the duration of your payout.
  • Advice on managing shorter term structures, where fixed rate solutions often make more sense.

The bottom line: you now have a choice in how your structured settlements are designed — and an investment strategy that can change as your needs do. Through our investment and tax planning services, we’re ready to help you position your structured settlement in a diversified portfolio, giving you far greater choice and control than you may have thought possible. To learn more, please contact us.