For Clients & Attorneys

Making an Informed Choice

Your settlement isn’t just about numbers; it’s about creating a foundation for a secure and sustainable future. We understand that every case is unique, and we are committed to delivering settlement solutions that provide clarity, security, and peace of mind. Working with Joanna and her experienced team means you’re choosing expertise, transparency, and a tailored approach to settlement planning that ensures your needs—both immediate and long-term—are fully met.

"My comprehensive approach considers every aspect of your unique situation, from immediate needs to long-term care requirements."

For Clients

Your settlement represents more than compensation—it's your foundation for the future. The right settlement consultant can help transform this one-time payment into lasting financial security. Joanna's comprehensive approach considers every aspect of your unique situation, from immediate needs to long-term care requirements.

For Attorneys

The settlement consultant you choose becomes an extension of your commitment to client care. Their expertise and approach directly impact your clients' financial future and, by extension, your firm's reputation. With Joanna Wynes, you gain a partner who combines legal acumen with deep financial expertise, ensuring your clients receive thorough, thoughtful guidance through every step of the settlement process.

Take the first step toward clarity. Contact Joanna today to discuss your specific needs.

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Our Comprehensive Services:

We specialize in offering a wide range of settlement planning services designed to address diverse client needs. Whether you are an individual or an attorney seeking a dependable partner, our solutions are tailored to provide financial stability and long-term peace of mind. Here’s what we offer:

• Structured Settlement Annuities:

A structured settlement annuity allows a claimant to receive all or a portion of a personal injury, wrongful death, or workers’ compensation settlement in a series of income tax-free periodic payments, with guaranteed growth, customized to meet their individual needs.

• Trust Services:

Comprehensive management and establishment of trusts tailored to individual needs.

• Medicare Set-Asides:

Strategic allocations for future medical expenses that comply with Medicare regulations, providing both security and peace of mind.

• Attorney Fee Deferral Strategies:

Flexible solutions to defer attorney fees, optimizing tax and financial outcomes.

• Market-Based Structured Settlements:

Investment-based options for structured settlements, offering growth potential and flexibility.

• Non-Qualified Structured Settlements:

Non-Qualified Structured settlements may also be used in non-physical injury settlements to provide tax-deferred income instead of receiving an immediate and fully taxable lump sum settlement payment.

• Qualified Settlement Funds (468B Trusts):

Simplified administration of settlement proceeds to address multiple claimants or complex cases.

• Government Benefit Preservation Mass Tort Settlement:

Strategies to safeguard eligibility for essential government benefits while maximizing settlement outcomes.

• Mass Tort Settlement Solutions:

Expertise in managing the unique complexities of mass tort settlements, ensuring equitable and efficient resolutions.

Why Choose Us?

We believe settlement planning is more than just a financial transaction—it’s a journey toward stability, confidence, and a brighter future. Our team brings years of experience and a client-centered approach to every case. We prioritize clear communication, meticulous planning, and a personalized touch to ensure that every settlement is optimized for the unique circumstances of each client.

For clients, this means having a trusted partner to navigate the complexities of settlement planning with clarity and ease. For attorneys, this means collaborating with a reliable team that understands the intricacies of the legal process and provides seamless support every step of the way.

Real Solutions for Real Needs

Every client’s situation is different, and we take pride in crafting solutions that reflect individual circumstances and priorities. From managing immediate financial needs to securing a stable future, our comprehensive approach ensures that no detail is overlooked.

Contact Us Today

If you’re ready to take control of your settlement planning, we are here to guide you.