AS PART OF YOUR TEAM, WE CAN HELP SUPPORT YOU AND YOUR CLIENTS

With our extensive background in working with personal injury victims, we have developed customized trust solutions to meet your client’s needs. Capital First provides you with knowledgeable support in the management of your client’s financial goals. We are a dedicated part of your team and work with you to find the best settlement solutions while managing client expectations.

Capital First’s dedicated trust professionals are committed to strengthening client relationships with a proactive and attentive approach. We assist you, the settlement planner, with all aspects of trust set-up and coordination, ensuring your client’s needs are addressed and creating a network of support for all parties involved. You can count on our expertise as trustee and administrator to ensure trusts are properly maintained.

WE UNDERSTAND THE CHALLENGES YOU FACE:

How do I assess my client’s immediate and long-term needs?
How do I develop a plan to meet those needs?
How do I ensure that my client’s financial plan can change as their needs change?
How do I ensure that my client will receive the best care after the settlement process is complete?