ESS and Samalin; a winning team for Pena & Kahn PLLC Clients
Your financial team will create a comprehensive financial plan for a successful future. This will help you manage the income generated by your settlements and advanced planning. This can sustain your financial needs for years and decades to come. You have one opportunity to manage this once in a lifetime event- let ESS and Samalin assist you and your family.
- Tax Free Structured Settlement design and planning
- Medicare set-aside analysis and allocation planning
- Entitlement and Needs based Government benefits compliance and planning
- Trust advisement and services
Randy Levine and Brian Schachter create customized settlement plans that help provide financial security for a lifetime. The individualized structured settlement tax free annuities are flexible in their design to meet each client’s unique needs. We analyze each client’s specific circumstances, needs, goals and offer a customized structured settlement that creates a fixed tax free income with a guaranteed* tax free return. The structured settlement annuities are backed by the highest rated and well capitalized life insurance companies in the United States. Since we are independent advisors having no affiliation with one particular life insurance company, we shop the marketplace to obtain the best overall return for our clients to ensure that they do not outlive their income. The tax free structured settlement is only part of the overall financial plan as we have access to a wide array of products and tools to diversify and provide a complete comprehensive plan.
- Cashflow Analysis (current vs. future)
- Financial Planning
- Risk Profiling
- Estate Planning
- Tax Planning
A nationally-recognized award-winning SEC Registered Investment Advisor, Samalin Investment Counsel, LLC has partnered with ESS Settlements to provide advanced financial planning and asset management services for their structured settlement clients. This partnership allows for ESS clients to gain access to a team of financial professionals with combined experience of over 100 years and with the necessary financial expertise to advise clients with newfound wealth. Assets are custodied by Fidelity Investments, one of the world’s premier financial services company with over $3 trillion in assets under management as of 2019, to assure the highest level of safety and security. Working with ESS, clients enjoy a beginning-to-end financial services platform, normally reserved for those that meet Samalin’s $1 million account minimum.