Our team of Special Needs Planners create strategies to help families properly allocate proceeds from a legal settlement, while preserving eligibility of public benefits for future care considerations.

Settlement Planning is appropriate for people who have difficulty managing a large settlement. We can help guide you before and after proceeds from a settlement arrive. Palladio Group provides you with access to financial instruments that are necessary for a well designed Settlement Plan, as well as access to legal and other professionals that are important to the planning process.

Key Areas Within Your Settlement Plan

Getting Started

Palladio Group creates Settlement Plans unique to your family. We begin by understanding your needs and current financial situation, then we tailor strategies to help meet your financial goals and planning objectives.