Beyond the Settlement OUR COMMITMENT TO LONG- TERM CLIENT SUCCESS
One of the things we take the most pride in is establishing and building upon relationships with our clients. Too often, we hear horror stories of people working with other professionals who do the bare minimum. We want to set our clients up for continued success, which means our relationship almost always extends beyond the first consultation or meeting. How long someone will work closely with us truly depends on the route they decide to take with their structured settlement. For many people, we won’t need much action from them after the first consultation. Once they establish their structured settlement, it is essentially permanent, and there won’t be any changes to it. However, we will spend ample time providing education to ensure they keep all their bases covered. Most people have not heard of structured settlement annuities before, so there is often some confusion over how they work.
they will receive the funds. From there, we remain available in case anyone has any questions, but for the most part, they won’t need anything because we’ve established everything and provided thorough, helpful information. If we’re doing investment management and financial planning, the relationship extends far beyond what many expect. It’s not a one- and-done type of thing; it often leads to a lifetime relationship, as we provide in-depth education about our investment philosophy and how we invest. We determine risk tolerance to see how comfortable each client is with the market and develop a plan that accounts for all of their financial planning needs. With these clients, we normally meet quarterly for the first 18–24 months before it becomes an annual or biannual meeting where we review the portfolio and address any new needs.
If you ever have any questions before sending a client our way, do not hesitate to reach out. We’re here to help!
A lot of the initial conversation will revolve around education about the rate of return, determining the best route forward, and how
Mouthwatering Mini Cheesecakes
INGREDIENTS •
12 oz package vanilla wafers 16 oz cream cheese, softened
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2 large eggs
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1 tsp vanilla extract
3/4 cup white sugar
21 oz can cherry pie filling
DIRECTIONS 1. Preheat oven to 350 F. 2. In two 24-cup miniature muffin pans, line each space with a paper liner. 3. Using a food processor or resealable plastic bag, crush vanilla wafers into a fine crumb. 4. Press 1/2 teaspoon of crumbs into each paper liner. 5. In a mixing bowl, beat cream cheese, sugar, eggs, and vanilla until light and fluffy. 6. Fill each miniature muffin liner with this mixture, almost to the top. 7. Bake in the preheated oven for 15 minutes or until the cheesecakes are set. 8. Cool completely in the pan. 9. Top each mini cheesecake with about a teaspoon of cherry pie filling before serving. Enjoy!
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Inspired by AllRecipes.com
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TURNING LEGAL WINS INTO LONG-TERM FINANCIAL SECURITY
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