For attorneys
A thoughtful next conversation after a settlement.
Refuge Wealth can be an education-first resource for clients who have received a large settlement and want to better understand insurance, retirement and long-term planning questions.
Refer a clientA steady, education-first resource
After a settlement, clients may be facing unfamiliar financial decisions while managing a major life transition. Bianca can help explain insurance and retirement-planning topics in straightforward terms, without rushing the conversation.
- Financial education for settlement recipients
- Life insurance and retirement planning conversations
- Wealth-preservation strategies to consider
- Beneficiary and legacy planning
- Connections to qualified tax and investment professionals when appropriate
Refuge Wealth does not provide tax or investment advice. When appropriate, clients can be referred to qualified professionals in those areas.