Fidelity Investments

Amicus Settlement Planners is a team of attorneys, CPAs, and financial advisors who understand the legal and financial issues that arise at the time of settlement. We know that every situation is different, and we assist settling plaintiffs and attorneys in making the most of their legal settlements. We specialize in settlement tax planning, structured settlements, special needs planning, attorney fee deferrals, investment management, Medicare Secondary Payer compliance, trust-based planning, qualified settlement funds, and government benefits planning.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Our wealth management advisors in TIAA’s Salt Lake City, UT office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (855) 200-0408.