Broker Check

We love trial lawyers.

Did you know that personal injury attorneys can defer the receipt of their legal fee to future tax years, to reduce taxable income? These unique tax deferral options are only available to contingency fee lawyers.

Many of our products allow us to invest your attorney fees pre-tax, to increase return potential. While taxes will be due in the year you receive the deferred payments, it's easy to illustrate the benefit of how earning compounding interest on Uncle Sam’s portion of your fee increases your long-term returns. 

The depth of our product offering allows us to diversify your fee deferrals between guaranteed and higher risk investments, empowering you to build your dream retirement.

A large percentage of our work is helping lawyers on probate approvals. Whether you are representing a minor or an incapacitated adult, you can have confidence in our experience. For two decades, Ryan has appeared in numerous venues across the country, and has had financial solutions approved by judges in superior and federal courts in dozens of states.

We help your clients by maximizing and preserving their settlements. We use; UTMAs, structured settlements, trust planning and investment management, government benefit preservation, and MSAs to ensure your clients’ settlements can last a lifetime.

Whatever the constraints, our settlement planning experts are ready to address your (and your clients) needs and wants. We pride ourselves on our personalized bespoke service.

Whether that is providing you with Ryan’s direct phone number (480-478-0154), or just making sure that when you call, you always get someone you know on a first name basis.

All investing involves risk and there is no guarantee that any investment strategy will be successful.  All annuity guarantees are based on the financial strength and claims paying ability of the issuing insurance company.  United Planners and its representatives do not provide tax or legal advice.