Upchurch Financial Solutions Inc

Add to Favorites

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

Add Hours

(904) 598-1110

Add Website

Map & Directions135 W Bay StJacksonville, FL 32202 Write a Review

More Info

Email: Email Business
Extra Phones: TollFree: (877) 596-5705
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Mutual Funds, Tax Return Preparation, Taxes-Consultants & Representatives

Gallery

Add Photos

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (904) 598-1110

Address: 135 W Bay St, Jacksonville, FL 32202

Upchurch Financial Solutions Inc

Taxes

Tax Planning
Tax Services
Income Tax
Of course, a plaintiff may also have the option of taking a settlement as a lump sum. A lump sum payment made to a plaintiff in settlement of a personal injury tort claim is not subject to federal income taxes. However, the plaintiff's future earnings on those assets will normally be subject to taxation in the year they are received.

Investment

Mutual Funds
In addition to ensuring an optimal settlement structure, we will also evaluate how the settlement meshes with Medicaid benefits for which the client may be eligible, and help determine the advisability of utilizing a Special Needs Trust. Finally, we can put together a financial plan that utilizes appropriate investment options for the assets not covered by the structured settlement. The plan may encompass variable annuities, mutual funds, and individual securities.

Accounting

Payroll Services

Planning

Financial Planning
UFS was founded in response to the need for comprehensive financial management services for attorneys and personal injury victims. We are a leader in the structured settlement industry, providing sophisticated financial planning services and public benefits optimization. We apply sophisticated methodologies for maximizing the value of your case. Let us help you today.
Annuities
Structured Settlements are most often used to resolve personal physical injury claims or lawsuits by establishing a stream of periodic payments that are funded by annuities provided by highly-rated life insurance companies. If a structured settlement is used to fund a personal physical injury claim, it provides the payments tax-free. A structured settlement can be used to settle non-personal injury claims too.
Asset Management
UFS is one of the nation's premier plaintiff settlement consulting firms. UFS employs a team approach to analyzing all economic aspects of a complex personal injury case. UFS differentiates itself by employing a team of experts to help the trial attorney quantify the role Medicaid, Medicare and any 3rd party payer may play in a clients life postrecovery. This type of analysis helps to paint a clearer picture of the economic implications of a settlement. Many times the outcome of this analysis helps with key decisions facing the client and his team of professional advisors. Key decisions such as, weather or not to establish a Special Needs Trust, asset allocation, structured settlement formatting and most importantly weather or not an offer is adequate to meet the real-world economic needs of the client. By providing this type of analysis and showing the ongoing commitment to the rights of the injured party, UFS has been able to place in excess of $50 million dollars of structured settlement premium over the past 12 months. A central commitment of UFS has been to head the technology forefront in the settlement planning industry. UFS has invested heavily in its technology infrastructure and has developed its proprietary lead generation and case management system. UFS is in a position to supply the Delta producers with qualified leads via its research group and case management system. The case management system itself organizes the following key components of a case...

View All Services

Provided by

Browse

Upchurch Financial Solutions Inc

More Info

Gallery

Reviews

Details

People Also Viewed

Upchurch Financial Solutions Inc