ELANA Financial and Settlement Architects

ELANA Financial and Settlement Architects We design, build and manage great settlements for our clients. ELANA embraces the advisor/client dynamic with the fiduciary duty it rightly demands.

ELANA (Elite Level 5 Advisor Network Alliance) is a dedicated group of financial and settlement experts offering secure, professional solutions primarily for recipients of catastrophic injury and divorce settlements as well as their attorneys. As the premier planning group in the United States dedicated to catastrophically injured parties, ELANA’s clients rely on us to provide sound investment and

insurance decisions through all types of market climates and eventualities. ELANA Financial and Settlement Architects establish and maintain relationships with clients through active management of their settlement proceeds. We understand that while downturns in the market and exceptional demands on a recipient’s finances occur, it does not mean that our clients should have to face these challenges alone. ELANA’s designers coordinate with public benefits such as Medicare and Medicaid so that disabled parties, their caretakers and their dependents don’t have to deal with the daunting task of navigating these programs on their own. We work closely with our clients as an advocate for their prosperity as experts, providing case-specific attention to the client’s other advisors. By invoking the long-term benefits of our recipient relationships, we shun the front-loaded, sales-oriented approach that has led the industry toward cut-rate settlement factoring transactions. Instead, ELANA creates an alignment of incentives with our franchisees and settlement recipients leading to a tailored benefit decision that focus on lifetime value creation and cultivation. While shortsighted, commission-based sales forces may overpopulate the landscape presently, looming regulation and industry evolution render ELANA’s customer-centric approach especially prophetic . ELANA Financial and Settlement Architects are relationship managers who are experts at adding significant value systematically in a fluid, risky environment. They do this by guarding the interests of their client’s financial well-being with the aid of our disruptive business model. The Level-5™ Planning process employed by ELANA is the brainchild of Joe Di Gangi and Michael Leary, both Certified Financial Planners with over 30 years experience in the settlement planning, insurance and financial planning industries. Inherent in their planning ethos is the knowledge of their clients’ special circumstances and the refined wisdom that guides their ability to mitigate risk. Education is the guiding principle behind our policies. Our solutions are not the cookie-cutter variety, but rather, specialized and nuanced recommendations based on evidence and experienced knowledge of the various financial planning products and services available in the marketplace. In this way, we’re able to provide settlement recipients, attorneys, divorcing families, and estate planners (among others), with quality solution and contingency planning advice. It’s the reason the industry tides are turning toward ELANA’s pioneering model of responsible shared-growth solutions.

The time to plan for 2024 is NOW! Personal Injury Attorneys, don't leave hard-earned contingency fees vulnerable to heav...
10/28/2024

The time to plan for 2024 is NOW! Personal Injury Attorneys, don't leave hard-earned contingency fees vulnerable to heavy taxes. Discover how the Attorney feeSaver can help you turn taxable income into tax-free earnings. Game-changing options are available—but timing is critical. Let’s make the most of it! www.AttorneyFeeSaver.com

By combining two standard tax strategies, trial lawyers and their firms can invest and avoid all income tax on their fees.

We like to say “its where settlement meets life.”In the realm of personal injury litigation, injured plaintiffs must gro...
01/22/2024

We like to say “its where settlement meets life.”
In the realm of personal injury litigation, injured plaintiffs must grow into confident informed settlement decision makers.
At ELANA Financial, we go beyond securing settlements – we empower injured plaintiffs with guaranteed plans offering income, flexibility, growth, and safety. Every attorney values a well-prepared client, and those choosing ELANA Financial as Settlement Planning experts, ensure just that.
We're not just settling cases; we're shaping resilient futures with tangible financial security. Choose ELANA for a path that transitions a client’s challenges before, during and after settlement into sensible, sustainable and most importantly smooth landings and opportunities. So yeah, it’s where settlement meets life. Let us know if we can assist you with an important case today!
www.ElanaFinancial.com

03/24/2023

NextPhase is a Community for catastrophically injured individuals and their families. It helps you deal with the mental and financial struggles you may face before, during, and after settlement.

Better education for the disabled combined with better educated planners is needed!  National Leadership Consortium rese...
03/24/2023

Better education for the disabled combined with better educated planners is needed! National Leadership Consortium research project (that we were part of!) determined:

Today, there is not enough training or education
for people with disabilities, family members of people with disabilities, and professionals who work for people
with disabilities. More training programs are needed so that more people have the support they need. Click here for the specifics: http://bit.ly/3ZewFmY and here for the full report: http://bit.ly/40cDCq7
Visit www.NextPhaseCommunity.com for a great place to start!

NextPhase is a Community for catastrophically injured individuals and their families. It helps you deal with the mental and financial struggles you may face before, during, and after settlement.

Settlement Annuity Rate Update:  12/8/2022 -
12/08/2022

Settlement Annuity Rate Update: 12/8/2022 -

Make those contingency fees TAX-FREE--really! -
11/16/2022

Make those contingency fees TAX-FREE--really! -

Address

101 Larry Holmes Drive , Ste. 215
Easton, PA
18042

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