In Your Interest Newsletter

The thoughts of one prominent financial planner on investing or structuring might surprise you.

Sept 2024 | Forward | Subscribe

financial planner

Invest or Structure?

A Prominent Financial Planner Weighs In

Many financial advisors are surprised to hear Warren Buffet and Suze Orman extol structured settlements.

Matthew Boersen, CFP®️, CFA®️ is the 2024 Board Chair of the Certified Financial Planner (CFP®️) Board of Standards and guest for this exclusive IN YOUR INTEREST interview. Their charter is to uphold standards of competency and ethics for financial planners for the 100,000 plus CFP®️ professionals in the United States. We thought it would be interesting to see what Matt says about choosing between a structured settlement or investing with a financial planner or wealth manager. His answer may surprise you …

Factoring: The Good, Bad, and Cautionary Tales

Expert advice for anyone thinking about selling their structured settlement.

RINGLER RADIO

3 Reasons for Attorney Structured Fee Deferral

Learn how to unlock the financial advantages unique to attorney fee deferral.

CLOSER LOOK

Greg S. Spinetti

1129 E Tuskawilla Pt

Suite 200

Winter Springs, FL 32708

Phone: (407) 242-9697

Fax: (407) 696-8899

REFER A CASE

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Understanding Structured Settlements
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