Our Focus

Our Focus

Our focus is to help families plan for the future. We understand the important and challenging decisions that must be made during the settlement process. Our diverse team of settlement and trust professionals assists you in the planning process by providing a comprehensive review of the beneficiary's needs, assessing a potential need for a life care plan, evaluating eligibility for government benefits, and providing a thorough review of current financial and legal plans.

We are not a division of a large bank or corporate conglomerate with call centers and lengthy approval processes. Our customers have access to trust professionals who know them by name. Through our partnerships with well-known financial firms and trust companies, we offer the best of both worlds: the cutting-edge resources and knowledge of a large firm, coupled with personalized attention and custom, one of a kind solutions for each situation.

 


Contact us today to learn more about your settlement planning options:

 

S. Brady Whitaker

Chief Executive Officer

713-333-4300

 

Hanson D. Street 

Director of Business Development

713-333-6404

 

 

 

 

 

 

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