ADVOCACY

Financial and wealth management services, namely, designing financial, fiduciary, and insurance planning and analysis in connection with the settlement of legal claims, including qualified and non-qualified annuities; coordination of trustee services; financial, fiduciary, and trust planning with appropriate legal counsel; financial, fiduciary, and insurance planning services for disabled and non-disabled individuals and their families in need of insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, insurance, and fiduciary planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and insurance planning and fiduciary services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through qualified and on-qualified annuities, fiduciary and trust services, and financial and wealth management planning