AFG Settlement Planning
AFG Settlement Planning
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For Plaintiff Attorneys

Unique Planning for Verdicts and Settlements

AFG Settlement Planning offers a unique approach to assisting clients that differs from traditional options, such as lump sum payments and structured settlements. Our objective is to develop personalized settlement plans that incorporate settlement, estate and tax planning, safeguarding clients and their families for generations to come. 

What Make AFG Special?

What distinguishes us is our founder, Brian Adair's, exceptional perspective on settlement planning. When his father was a victim of medical malpractice, Brian was appalled by the lack of creativity and attention given to plaintiffs when they receive a large sum of money. This motivated him to establish AFG Settlement Planning, which provides the same level of care and attention given to affluent families and business owners.


Every Client is Unique

We recognize that every client is unique, just like every case, which is why we construct settlement plans from the ground up. Our team of certified financial planners, estate and trust attorneys, social workers, and case managers collaborate with clients and their attorneys before, during, and after the settlement process to create lifetime wealth planning that takes care of them and their families for generations.

Factors That Must Be Considered Before Settlement

It is crucial to consider the potential long-term effects of settling a case beyond just securing necessary funds. Several factors must be taken into account, such as the impact on the injured person's eligibility for government benefits, outstanding liens, and potential tax implications. It is also essential to consider the need for estate planning, the risk of losing government benefits due to settlement funds, and potential federal inheritance tax liabilities for families in certain cases.

 We believe that clients deserve the same care and consideration of their money that wealthy people expect from their personal financial planners. After all, your clients have already been hurt once, and we don't want them to get hurt again after a settlement or verdict. 

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There is no such thing as too early for AFG Settlement Planning to get involved in a case. From day one we work with estate planning attorneys and social workers to help access the current and future needs of our clients.   

AFG Settlement Planning

2275 Swallow Hill Road, Pittsburgh, Pennsylvania 15220, United States

412-214-8801 866-891-8245

Hours

Open today

09:00 am – 05:00 pm

AFG Settlement Planning

2275 Swallow Hill Road, Pittsburgh, Pennsylvania 15220, United States

412-214-8801 or 866-891-8245

Copyright © 2023 AFG Settlement Planning - All Rights Reserved.

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