Dedicated Financial Planning Experts Serving Clients
Minted Settlement Planning was established to provide structured financial guidance to personal injury clients following a life-changing event. Our focus is on helping clients preserve settlement proceeds, develop sustainable income strategies, and support long-term financial stability through disciplined planning.
Our Purpose
A settlement represents financial recovery after significant hardship. Our role is to help clients structure those funds responsibly and position them to support long-term financial goals.
Fiduciary Responsibility
As independent fiduciary advisers, we are legally and ethically committed to acting in your best interest. Our recommendations are objective, transparent, and built around supporting your long term financial well-being.
This fiduciary standard guides every structured settlement plan and financial strategy we develop.
Specialized Experience in Settlement Planning
Structured settlements require precision and long-range planning. We design payment strategies that can convert lump-sum awards into more predictable income streams while incorporating tax-aware planning and long-term risk management.
Our experience includes coordinating income strategy development and medical cost planning to help support the long-term viability of settlement proceeds.
A Personalized Planning Process
Every client’s situation is unique. We begin with a comprehensive review of financial goals, healthcare considerations, and long-term needs. From there, we design a structured plan tailored to your circumstances.
Ongoing communication and periodic reviews help keep your strategy aligned with your evolving objectives.
Our Team
Chris Benson
Settlement Planning Specialist | Minted Settlement Planning
Chris Benson is a financial professional with over eight years of experience helping individuals make confident, informed decisions during pivotal financial moments. At Minted Settlement Planning, Chris specializes in working with clients who have received proceeds from personal injury cases, guiding them through the settlement planning process to help preserve and thoughtfully manage their recovery
James Jurica CFP® AEP® CLU® CHFC® RICP® CIMA®
Settlement Planning Specialist | Minted Settlement Planning
James Jurica has dedicated his entire professional career to the financial services industry, beginning immediately after college. At Minted Settlement Planning, he specializes in helping clients thoughtfully manage and protect proceeds from personal injury settlements, helping clients preserve settlement proceeds while positioning assets in a manner intended to support their long-term goals.
Gilbert Cortes
Director of Business Development
With over two decades of experience in healthcare business development and leadership, Gilbert Cortes has built a career dedicated to driving growth through strategic partnerships and client-focused outreach. Based in San Antonio, he has led business initiatives across post-acute care, home health, rehabilitation, and personal injury sectors — including serving as Business Development Manager for Epic Pain Management, PAM Health Warm Springs Rehab Hospital, and Prime Home Health. His deep roots in personal injury and post-acute care give him a firsthand understanding of what clients have endured — and what they need to build lasting financial security after settlement.
Future Team Member
Business Development Representative
We are eager to introduce a new member of the team shortly.
A Commitment to Long-Term Stability
When life-changing events require careful financial planning, our team is available to provide thoughtful settlement planning guidance.