Douglas H. Arnest, CFP^®

As a comprehensive financial planning expert, Douglas specializes in working with the recipients of settlements and awards as well as the attorneys who represent them.

Working together, Douglas will guide you through your financial transition, eliminate confusion and provide you with a 360 RoadMap, a step-by-step guide to navigate future complexities and safely build the next stages of your life.

Douglas has found that a good starting point is to ask you one simple question, “What do you want this settlement / verdict money to do for you?”

From here, he will take an inventory of your needs and your wants, those things you can’t do without versus those things you would really like to have. He will then help you create a 360 RoadMap that will show you step-by-step how to move forward.

Your 360 RoadMap will empower you with the knowledge necessary to make educated and informed financial decisions and may include any or all of the following:

Settlement Planning addresses Tax Consequences, Minor Settlements, Needs Based Benefits / Special Needs Trusts, Medicare Set-Asides and Qualified Settlement Funds.

Financial Planning addresses Income/Expenses (Budgeting), Net Worth, Emergency Fund, Current Needs Analysis, Insurance, Education Planning, Debt Management, Retirement Planning and Estate Planning.

Investment Options addresses a Cash Settlement, a Structured Settlement and/or a Managed Investment Account.