Our story
Built to protect a recovery
long after the case closes.
Minted Settlement Planning was founded to serve personal-injury clients who need thoughtful financial direction after a settlement — an independent fiduciary firm that protects proceeds through structured income, whole-picture planning, and long-term medical-cost planning.
Why we exist
A settlement is recovery, not a windfall.
A personal-injury settlement arrives after real hardship — and it often has to last a lifetime. Yet an unplanned lump sum is frequently gone within a few years, to taxes, market losses, and the everyday weight of a life upended by injury.
Minted Settlement Planning was established to change that outcome: to help clients preserve settlement proceeds, build sustainable income, and support long-term stability through disciplined, whole-picture planning. Our role is to structure those funds responsibly and position them to support the goals that matter for years to come.
An independent fiduciary
Legally bound to your
best interest.
As independent fiduciary advisers, we are bound to act in your best interest — the strongest standard of care. Many structured-settlement brokers are commission-paid insurance producers held only to a suitability or best-interest standard; structured settlements are even exempt from the insurance best-interest rule. A fiduciary owes enforceable duties of loyalty and care.
How a fiduciary compares- Objective recommendations — lump sum, structure, or trust — never a commission-driven product pitch
- Conflicts of interest eliminated or fully disclosed, so advice stays disinterested
- A duty of loyalty and care that runs across the relationship, not just at the point of sale
- Recommendations that are transparent and built around long-term well-being
Minted Settlement Planning is a marketing brand and is not a registered investment adviser. Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment adviser.
What sets the plan apart
We plan the whole picture — including the medical costs.
The step most planners overlook is the one injury victims feel most: the cost of care.
Whole-picture planning
Structured income, tax-aware decisions, estate considerations, and benefit preservation — coordinated as one plan rather than a single product.
Long-term medical-cost planning
Projected future care and Medicare Set-Asides built into the plan, so treatment is protected and government benefits stay intact.
A personalized planning process
How we work
Every situation is unique. The process adapts to the case — but the discipline stays the same.
A whole-picture review
We start with a comprehensive review of financial goals, healthcare considerations, and long-term needs — not just the settlement number.
A plan built for your circumstances
We design a structured plan tailored to the case: structured income, tax-aware decisions, benefit preservation, and projected medical costs.
Coordinated with your legal team
We work alongside counsel — coordinating structure, trusts, and fee planning before constructive receipt forecloses the best options.
Ongoing reviews for life
Periodic reviews and steady communication keep the strategy aligned as circumstances and objectives evolve over the years ahead.
National reach
Based in San Antonio. Serving all 50 states.
Minted Settlement Planning is headquartered in San Antonio, TX, and works with personal-injury recipients and the attorneys who refer them nationwide. Wherever the case is, the same credentialed, fiduciary team protects the recovery.
Talk to the team50
States served
San Antonio, TX
Headquarters
Let’s protect the recovery.
Refer a client or book a consult — we’ll structure the settlement, preserve the benefits, and stay with the plan for the long term.