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Building Your Financial Future

We understand that Injury victims have unique financial needs.  Some are highly predictable like the need for post-injury income replacement or routine medical care while other needs just can’t be predicted.  Our comprehensive settlement asset management solutions can give injury victims the safe and secure income stream they need to face their financial future.  At the same time, our products provide liquidity and flexibility to deal with the uncertainties injury victims can face after a financial recovery.

Our team is focused on meeting and exceeding the needs of injury victims.  We are dedicated to providing unmatched attention to detail when it comes to our client’s requests.  Understanding the needs of an injury victim is critically important and that is precisely why we founded Settlement Asset Management.  SAM has extensive experience in dealing with injured individuals that require lifelong care.  We also are experts at managing assets to meet a lifetime of needs.  SAM’s team has a combined 70 years of investment management, legal and settlement planning experience.  We put this experience to use to safeguard the injury victim’s recovery and efficiently manage disbursements so that the money is there when needed. 

Our team will work closely with family members and professional guardians or caregivers to help injury victims and their loved ones focus on recovery rather than the daunting task of managing finances.  Our job is to alleviate the financial strain and assist with the complex financial decisions that accompany a personal injury settlement.  Our team’s personal service includes working with family members and medical providers to assist with bill paying, coordination of necessary medical services, acquisition of specialty equipment, home modifications and many other necessary services.

Our goal is to build a foundation for a bright financial future for those that have suffered an injury.  That is our mission and purpose.

Can the SAM Trust be used with a Structured Settlement?

Yes, the SAM Trust can be used in conjunction with a traditional structured settlement.  A structured settlement is an effective tool to provide guaranteed tax-free lifetime income for an injury victim.  By pairing this product with the SAM-T an injury victim can take advantage of the structures tax benefits while still enjoying the liquidity as well as flexibility offered by the SAM-T

To learn more about how the SAM Trust can work for you, contact us at (877) 242-0022 or email us at saminfo@synergysettlements.com