Expertise

Attorneys & Their Clients

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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