Greg Maxwell
I help plaintiff attorneys and their clients save on income taxes — and I help plaintiffs transition from pre- to post-settlement life.
- Role
- Certified Financial Planner Financial Advisor at Amicus Financial Advisors, Llc
- Location
- Bountiful, UT, US
- LinkedIn followers
- 500 followers
About Greg Maxwell
As an attorney, Certified Financial Planner, and settlement planner, I help plaintiff attorneys and their clients nationwide navigate settlement-related legal and financial issues. My areas of expertise include: Income tax planning strategies for plaintiffs and plaintiff attorneys Settlement proceeds planning Investment management Structured settlements Special needs trusts Government benefits planningI set up my law firm and settlement planning firm to be the one-stop solution for a settlement recipient’s legal and financial needs. That way, plaintiff attorneys don’t need to call one firm for a structured settlement annuity, another firm for investment management, and yet another for a special needs trust. I can handle all settlement-related issues in house.I focus solely on helping plaintiff attorneys and their clients, and I’d love to explore how I can maximize settlements for both clients and attorneys alike. Feel free to call me directly at (80••••••62 or email me at m••••••@amicusplanners.com.Outside of work, I enjoy coaching my kids sports teams, playing tennis, slicing golf balls into the next fairway, and trying not to hurt myself keeping up with my four kids.
Experience
Certified Financial Planner Financial Advisor
Amicus Financial Advisors, Llc
Jan 2006 — Present
I co-founded Amicus Financial Advisors LLC, a fee-based financial planning firm that provides comprehensive financial planning and investment advisory services to individuals and law firms. I advise clients in all aspects of financial planning process, from initial engagement through plan implementation. In this capacity, I work closely with law firms to develop tax-wise strategies for estate and firm succession planning.
Education
Texas Tech University
Master of Science, Personal Financial Planning
2003
Brigham Young University
Bachelor of Arts, Political Science
2000
Texas Tech University
Juris Doctor, 2003
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