Finn Financial Group
Get Started with Finn Financial
About Finn Financial Group
The Finn Financial Group is a full-service, specialty planning firm with a commitment to ensuring the long-term financial stability of its clients.  We believe this can best be achieved through a stream of guaranteed , tax-advantaged payments carefully tailored to each individual's specific needs.  Our diligent work has resulted in a long list of satisfied clients and a high degree of trust.
Contact Us
Finn Financial Group, LLC
260 Newport Center Drive, Suite 100
Newport Beach, CA 92660

Direct: 949.999.3322
Toll Free:  800.531.7466
Cell:  949.274.5485
Fax: 949.999.3375
E-Mail: [email protected]

CA Insurance License: 0A96173
 Product Enhancement Announcement From:
New York Life
 Fixed Annuity Leader Now Accepting
 "Stand-Alone" Structured Attorney Fees!
Plaintiff attorneys in the know have been structuring their fees for many years.  They have
long valued the certainty, the security and the tax advantage that comes from deferring fees into a future year. 
New York Life has always been a popular choice among the many excellent life markets offering structured attorney fees.  But until this month (June, 2010) attorneys could only structure their fees with New York Life if their client structured part of their settlement proceeds.
I am extremely pleased to announce that this restriction has now been lifted. 
Attorneys who wish to structure their fees with New York Life may now do so even if their clients choose to accept their settlement in cash provided the underlying claim qualifies under IRC 130 as a personal, physical injury case.
Why is This Worthy of Special Mention? 
Four reasons: 
  1. This inclusion means that now, ALL Structured Settlement life markets now offer stand alone structured attorney fees.  This further reinforces the viability of structuring fees from a tax perspective;
  2. New York Life was the market leader in fixed annuity sales in the first quarter of 2010 according to the recently released Beacon Research Fixed Annuity Study.  They topped the list with over $1.7 Billion in fixed annuity sales;
  3. New York Life is one of the few companies that can boast top ratings from all four major rating agencies:  A. M. Best, Moody's, Standard & Poor's and Fitch;
  4. Ultra-conservative attorneys who regularly structure their fees like having an assortment of structured fees spread among several different life markets.  Having New York Life now available when their clients "cash out" adds another option.
Practitioners seeking to secure their futures can gain a terrific financial advantage by structuring their fees.  Because it's vitally important to follow the established sequence of events in order to preserve the tax advantage, be sure to call me before your case settles to make sure everyone is in compliance.  Certain underwriting limitations may apply and attorneys are naturally encouraged to seek their own independent tax advice. 
To learn more about how valuable this strategy can be or to receive a structured attorney fee quote, call anytime.  In these tumultuous financial times, who among us couldn't use a little extra financial security?
Thank you for the opportunity to be of service! 
Dan Finn, CPCU, CSSC
Certified Structured Settlement Consultant
Our Services

Finn Financial ServicesThe Finn Financial Group provides customized, guaranteed future income options and ancillary services to a variety of clients throughout the United States.  We pride ourselves on our commitment to the overall financial well-being of the individual. For a greater understanding of the services we provide, click on your area of interest.

For Injury Victims
We provide structured settlements for victims of personal, physical and non-physical injuries.

For Attorneys
We help attorneys meet their due diligence obligations, create and analyze proposals, conduct educational seminars, attend mediations, and structure fees - without any charge or out-of-pocket expense to the attorney or client.

For Insurance Companies
We assist insurance companies and self-insured clients by providing structured settlement illustrations and present value analyses, helping to present offers, and consulting with claims management.

For Business and Property Owners
We work with business owners, property owners, and those with certain other qualifying appreciated assets to defer capital gains in the selling process.

For Additional Services
We also offer life insurance, non-structured settlement annuities, retirement annuities, and much more.