Settlement Planning 101

Settlement Planning 101 Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Settlement Planning 101, Financial Consultant, 1090 Union Road, Buffalo, NY.

Over a decade of experience assisting personal injury attorneys and settlement recipients with financial advice, lien resolution services and structured settlement consulting.

03/03/2025

Join Paul Isaac Sr. on Tuesday, March 4 at 2:30 PM EST for an “Ask Me Anything” session, presented by the New York State Academy of Trial Lawyers. Attendees are invited to ask Paul questions about government eligibility, specific Medicare, Medicaid, other lien issues and structured settlement and attorney fee deferral tips.

To register for this free event, click here: https://loom.ly/w078wFw

As we approach the presidential election, it's important to remember that volatility is a natural part of investing. His...
11/01/2024

As we approach the presidential election, it's important to remember that volatility is a natural part of investing. History shows that time in the market is the strongest predictor of long-term success.

Data indicates that increased volatility often accompanies election cycles, but acting on political beliefs can detract from investment performance. Interesting piece by our partners at Morningstar Wealth.

Join us today as we kick off the American Association for Justice Winter Convention at the Central Texas Food Bank in Au...
02/13/2024

Join us today as we kick off the American Association for Justice Winter Convention at the Central Texas Food Bank in Austin, TX, as proud sponsors of the Service Project!

Cheers to a Happy, Healthy and Prosperous 2023.
01/01/2023

Cheers to a Happy, Healthy and Prosperous 2023.

Amazing addition to our growing team. Great things happening in 2022. See everyone at !
01/07/2022

Amazing addition to our growing team. Great things happening in 2022. See everyone at !

PSA: Personal Injury Attorneys have the unique ability to defer an unlimited amount of fees and taxes on all contingency...
09/15/2021

PSA: Personal Injury Attorneys have the unique ability to defer an unlimited amount of fees and taxes on all contingency fee matters into fixed or equity based solutions.

What a fantastic week catching up with old friends, clients and trial attorneys at the American Association for Justice ...
07/19/2021

What a fantastic week catching up with old friends, clients and trial attorneys at the American Association for Justice (AAJ) annual meeting. So many fantastic things happening within this tremendous civil justice organization.

Thrilled and fortunate to be the lead sponsor and presenter, with my partner Paul Isaac, for the Nursing Home Litigation group. Great attorneys doing great things for some of our most vulnerable loved ones.

Hopefully next years annual meeting is somewhere a tad bit cooler 🔥🔥🔥.

From Litigation to Living.

Great evening networking with tremendous trial attorneys as my partner, Paul Isaac, was sworn in at the 51st installatio...
06/25/2021

Great evening networking with tremendous trial attorneys as my partner, Paul Isaac, was sworn in at the 51st installation of officers & directors for the New York State Trial Lawyers Association. Onward and upward.

From Litigation to Living.



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1090 Union Road
Buffalo, NY
14224

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