Business Details
Trusted Structured Settlement Solutions in Orlando
Monarch Advisory Service is a leading provider of settlement planning services specializing in structured settlements and financial solutions for legal settlements. Our consultants design customized settlement plans that prioritize clients' long-term financial stability, ensuring they can maintain their quality of life. With a focus on personalized attention, we work closely with plaintiff attorneys nationwide to deliver tax-efficient, guaranteed income solutions tailored to individual case needs.Our expertise extends to attorney fee deferral, lien resolution, Medicare set-asides, and trust services, supported by a commitment to transparency and client education. We pride ourselves on fostering lasting relationships through exceptional service, industry knowledge, and a dedication to navigating complex financial challenges with compassion and precision.
Services
Structured Settlements
Attorney Fee Deferral
Lien Resolution
Medicare Set-Asides
Trust Services
Highlights and features
- We specialize in structured settlements with decades of combined industry experience.
- Our team provides personalized, client-focused financial planning solutions.
- We guarantee tax-free, market-protected annuity payments for long-term security.
- Our consultants offer real-time rate comparisons and immediate quote generation.
- We maintain direct communication with clients and attorneys throughout the settlement process.
What people say
Unsurpassed expertise
Efficient and quick
Fantastic job maximizing value
Go above and beyond
Knowledgeable resource
Services
Structured Settlements
Structured settlements provide tax-free, guaranteed income streams through annuities for personal injury and workers' compensation cases. Our consultants design customized payment schedules that align with claimants' financial needs while ensuring regulatory compliance. We work directly with attorneys and insurance providers to optimize settlement value and long-term financial security.
Attorney Fee Deferral
Our fee deferral program allows attorneys to receive contingent fees as tax-deferred annuity payments. This solution offers market-protected growth opportunities while maintaining liquidity and improving cash flow management for legal professionals handling large settlements.
Lien Resolution
We specialize in resolving medical liens by negotiating with healthcare providers and insurance companies to reduce claim amounts. Our services ensure proper allocation of settlement funds while protecting claimants' proceeds through legal compliance and strategic debt resolution techniques.
Medicare Set-Asides
Our Medicare set-aside services ensure compliance with CMS requirements by allocating sufficient funds for future medical expenses. We analyze case parameters, prepare MSA documentation, and coordinate approval processes to protect claimants' Medicare eligibility while maximizing settlement value.
Trust Services
We provide specialized trust services for settlement recipients requiring long-term financial management. Our solutions include Medicaid preservation trusts and special needs trusts that maintain government benefit eligibility while ensuring proper asset distribution and financial security for beneficiaries.
People
Dan DiVico
President
Dan DiVico leads Monarch Advisory Service's strategic initiatives with over 15 years of structured settlement experience. He specializes in complex case analysis and regulatory compliance, focusing on maximizing client value while maintaining industry-leading service standards.
Taylor Alexander
Senior Consultant
Taylor Alexander manages client relationships and settlement negotiations with expertise in attorney fee deferral programs. Recognized for exceptional client communication, she coordinates with legal teams to deliver customized financial solutions that meet both immediate and long-term needs.
Questions
What structured settlement options do you offer for minors?
We provide customized payment schedules for minors, including college funding plans and life-event-triggered lump sums, while ensuring legal compliance and long-term financial security.
How does attorney fee deferral work with pre-tax benefits?
Our fee deferral program allows attorneys to receive contingent fees as tax-deferred annuity payments, offering market-protected growth and improved cash flow management over time.
Can you explain Medicare set-aside compliance requirements?
We analyze case parameters to determine MSA necessity, coordinate CMS approval processes, and ensure proper allocation of settlement funds for future medical expenses.
What lien resolution services do you provide?
We identify, negotiate, and resolve medical liens while protecting claimants' settlement proceeds, working directly with healthcare providers and insurance companies to achieve favorable outcomes.
How do structured settlements protect against creditors?
Under Florida Statute 222.14, structured settlement annuities are protected from creditors, ensuring claimants' financial security remains intact against potential collection actions.
