Our Process

In 5 Basic Steps...

Getting to Know One Another

Do You Have a Deal Going Down? Let's See How Working Together Can Be Mutually Beneficial.

1. Discovery

Worst-Case Scenario: You Pay Your Taxes. Usually There's Another Way.


Our goal at Custom Structured Settlements, LLC is to build a strong relationship with you for the long-term, and that all starts with an initial conversation. There is no "cookie-cutter" solution. You have your own unique personal and financial goals, and we want to do whatever we can to help you achieve them. Chances are we can save you a massive amount of time and money, but if we can't, we promise to do our best to refer you to someone who can.

2. Proposal

There Are a Number of Ways We Can Help. We Present and Confer on What Works Best.


Usually it's easiest for us to be your Silent Partners or Intermediaries for you.

Every transaction is different. We look at structure, tax returns, depreciation schedules, purchase and side agreements, goals, risks, and ways to enhance your flexibility and control. Our proposals usually promise a 20x return immediately.

3. Mutual Commitment

After Analyzing Together, We Customize to Your Goals.


At this point, everything is on the table. Once we make a mutual commitment to work together, you immediately gain:

~30% more pre-tax dollars to reinvest

Partners with 60+ years of deep tax experience to advise on any and all future related business decisions

Asset protection from all creditors

 

Post-Commitment Growth

We Keep Working With You Even After the Deal Goes Down.

4. Use Our Tools

Over Time We Help Find Hidden Fortune in Acquisitions, Depreciation, and Sales


We combine MIT-developed algorithms, market-pricing, and strategic analysis to help you know exactly how to add value fastest and best prepare for a business exit. Most business owners pay advisors by the hour to get these types of analyses done. When you partner with us, it's part of working together.

5. Use Our Experience

We Make Ourselves 100% Available as Partners and Advisors on Future Projects


Your success is our success, plain and simple. We have devoted decades to helping wealth-creators like yourself grow their income, protect their assets, and safely transition that wealth from generation to generation. This is what we do, and this is what we are passionate about.

To see the full extent of our benefits, please download our introductory packet through the link below.