DISABILITY ADVISORY SERVICES

Navigating the Financial Complexities of Disability

Wealth in the form of an injury settlement requires a unique and comprehensive management approach.  Compassion, education, understanding family dynamics and building a team around you who will serve for years to come are hallmarks of our Disability Advisory Services.

Coldstream has established key strategic relationships with other service providers to facilitate any projects or initiatives you require to navigate the new complexities of your life.

  • Financial Settlement Consulting
  • Capital Preservation
  • Financial Planning, Cash Flow Planning, Estate Planning
  • Benefits of Combining Lump Sum & Structured Settlements
  • Establishment of Special Needs Trusts
  • Choosing the Right Fiduciary
  • Connection to Leading Service, Equipment, & Tech Providers

Contact us

to schedule a consultation with one of our Disability Services Specialists.

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A Coldstream Case Study:
Disability Settlement

In 2009 we were introduced to “Sam”, a young man in his 20’s who had recently received a significant personal injury award due to a disabling accident. The result of the accident left Sam a complete C-4 quadriplegic requiring 24-hour assistance and a modification of all elements of his life to match his disability.

In 2009 we were introduced to “Sam”, a young man in his 20’s who had recently received a significant personal injury award due to a disabling accident. The result of the accident left Sam a complete C-4 quadriplegic requiring 24-hour assistance and a modification of all elements of his life to match his disability.

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