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Attorneys & Their Clients

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Financial planning for attorneys is more complex than most other professionals.

It takes a lot of time to build a successful law practice, and that means your own needs are often left on the back burner. Add to that the ebbs and flows of inconsistent cash flow and the competing demands on your earnings, and you can see why having a financial professional in your corner who understands your situation can be a great benefit to you, your firm, and your family.

Here at Syndicus Financial, we have extensive knowledge and experience helping attorneys maximize and protect their assets and accomplish their short- and long-term financial goals. We work with attorneys at every stage of their career who specialize in personal injury, criminal defense, business and estate planning, and more, and we understand the unique challenges and opportunities you face.

Common Services

For Attorneys


  • Income Normalization

  • Asset Protection

  • Debt Management

  • Risk Mitigation

  • Investment Management

  • Income Tax Mitigation

  • Business Planning

  • Retirement Planning

  • Executive Benefits

In addition to helping you, we can also help your clients with out-of-the-box settlement solutions.

Whether you need a professional in UTMA's, investments, life insurance, or structured settlement annuities, our innovative approach will help them maximize and protect every penny they receive. By structuring attorney fees in personal injury cases, we can assist you in maximizing what you receive as well. If you're looking for a partner to help you, your firm, and your clients make wise financial decisions with clarity and confidence, we'd love to talk.

Common Services

For Settlement Clients


  • UTMA Accounts

  • Structured Annuities

  • Compensation Deferral Strategies

  • Investment Management

  • Special Needs Planning

  • Working with Settlement in Trusts

Our Team


Whether you're building your practice or optimizing client settlements, our diverse team is here to enhance your financial strategies and secure your legacy.

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Our Partnerships


Part of our role as your financial advisor is to connect you with valuable, trustworthy resources that support your financial goals.

Learn More
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7441 Bartlett St. NE, Suite 2-A
Albuquerque, NM

Nic@SyndicusFinancial.com
Sonja@SyndicusFinancial.com
Sol@SyndicusFinancial.com
EKronk@FT.NewYorkLife.com
Yolanda@SyndicusFinancial.com
Dominic@SyndicusFinancial.com

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Disclosure

Nicolas Baker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M17579), CO, CT, DE, FL, MN, MS, ND, NE, NJ, NM, NV, NY, OH, OR, TX, VA, VT, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Nicolas Baker is licensed and authorized to offer insurance in California, but Syndicus Financial, LLC may not be. For additional information on California licensure status, please click here.

Nicolas Baker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7441 Bartlett St Ne Ste 2a, Albuquerque, NM, 87109, 505-871-5597. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, FL, GA, IA, IN, KS, MD, MN, MS, NC, ND, NE, NH, NJ, NM, OH, OK, OR, TX, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Nicolas Baker is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AZ, CA, CO, CT, FL, GA, IA, IN, KS, MD, MN, MS, NC, ND, NE, NH, NJ, NM, OH, OK, OR, TX, UT, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Nicolas Baker is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Syndicus Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Syndicus Financial, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Syndicus Financial, LLC

Nicolas Baker

Financial Advisor
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