About the firm
Settlement Advisors brings a high level of financial expertise to structured settlements. We combine more than 25 years of experience with a background in financial analysis and planning, so every recommendation is grounded in your bigger financial picture.
Based in Chicago's West Loop
Our team
President
Henry holds an MBA from the University of Chicago and is a member of the National Structured Settlement Trade Association (NSSTA). He has been a Certified Public Accountant and a member of the American Institute of CPAs (AICPA).
He understands how a structured settlement fits into a claimant's financial future and handles a range of related financial planning issues.
Senior Vice President
John is licensed to provide a range of structured settlement options and brings experience in business operations and accounting.
He is dedicated to helping clients plan and secure their financial futures.
How we work
Every case is different. We take the time to model the options carefully and present them in a way that's easy to understand.
Experience with highly complex cases, including funding life care plans for severely disabled individuals.
Matching the right annuity provider with the right case by tailoring each structure to each client's specific needs.
Clear graphic illustrations that make the numbers understandable to everyone involved.
Experience with Medicare set-aside, special needs and medical reversionary trusts, including finding and coordinating the consultants and lawyers to set them up.
Efficient execution
We handle all of the documentation so the transaction goes smoothly and our clients can focus their time on other tasks.
We communicate with all parties involved, including any additional brokers on a case, to ensure timely completion and execution of any documentation.
No pressure and no jargon. A short conversation is often the clearest way to see your options.
