Settlement Advisors

Our Vision

Settlement Advisors LLC empowers clients to achieve financial security through strategic guidance in navigating complex structured settlements. With over 24 years of industry experience and a team of seasoned professionals, we provide unparalleled expertise and personalized attention to every case.

Who We Are

Settlement Advisors is a dedicated team of seasoned professionals with diverse financial backgrounds. Led by Joshua Hickey and Henry Barkhausen, we boast unique combinations of recent academic accolades and extensive experience in structured settlements. Our diverse expertise ensures comprehensive understanding of the market and a client-centered approach to financial planning.

Our Approach

We go beyond simply handling structured settlements. We take a holistic approach to financial planning, considering the long-term implications for our clients. We meticulously assess individual needs, factoring in tax implications, trust establishment, and alignment with broader financial goals.

Commitment to Service

Understanding the importance of client confidentiality and efficiency, we prioritize accurate documentation and seamless execution throughout the process. Our meticulous attention to detail and unwavering commitment to client service set us apart.

Areas of Expertise

We specialize in:

• Annuities: Evaluating various types of annuities to maximize yield and security.
• Certain Annuity Returns: Exploring alternative structures for tax optimization and risk reduction.
• Life Annuities: Assessing the suitability of life annuities for different scenarios.
• Index-Linked Annuities: Understanding and explaining the benefits of inflation-protected options.
• Equity-Based Structures: Evaluating the use of equity investments for enhanced returns.
• Medical Set-aside Accounts: Maximizing medical expense recovery through strategic planning.
• Taxable Settlements: Addressing tax implications of settlements and recommending suitable planning solutions.

Empowering Clients Through Transparency

We believe in clear and concise communication, utilizing interactive tools and visual aids to illustrate complex financial concepts in easily understandable terms. We empower clients to make informed decisions, ensuring they feel confident and secure throughout the process.