For an inheritance, settlement, or lump sum
Before the lump sum becomes someone else’s product, make it your plan.
A lump sum changes what’s possible, and it puts you directly in the path of everyone who wants a piece of it: the bank with their fund, the insurer with their policy, the adviser with something to sell.
Book a free 30-minute discovery sessionBefore you commit to any of it, get a clear, independent plan for what actually fits your life.
I’m Luis Silva, a licensed financial adviser (FSP1009370) working independently, not for a bank, an insurer, or a fund manager. Whether it’s an inheritance, a settlement, or a windfall, let’s build the plan before the product.
Book a free discovery session