Plan for your future. Call today: 585-739-1262

Settlement planning since 2001

A trusted guide for the money that has to last.

Bill Rothrock is a certified structured settlement consultant who helps injured parties, their attorneys, and business owners plan for the years after a settlement or sale, nationwide.

New

A book for families of children injured at birth

It starts where the lawyer’s knowledge ends and covers the next sixty years: what happens to the money, the benefits, and your child’s life after the case. It is free, and so is the companion hub that walks through it section by section.

Bill is a settlement consultant and says plainly in the book where he has a financial interest.

How Bill can help

Injured parties

You are about to receive a large settlement and probably have never managed this much money. Bill helps you build a structure that lasts and protects the benefits you depend on.

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Attorneys

Organize your client’s financial picture before litigation, prepare them for the options afterward, and plan your own fee deferral, without projecting settlement dollars.

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Business owners

Selling or transitioning a company? An installment sale can turn proceeds into steady retirement income alongside traditional planning.

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An expert in financial stability

Bill founded the firm in 2001 and has spent about 25 years in banking, insurance, and finance. He focuses on litigation financial planning for injured clients and the attorneys who represent them. He is a member of the National Structured Settlement Trade Association and holds the CSSC designation.

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Do you have a financial plan?

If not, a conversation is a good place to start. There is no charge to talk it through.