Do you have a trust as a result of an injury or illness?
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Make sure your money supports you for years to come with our AIF®-certified Professional Trustee services.
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Care • Concern • Service
So you’ve got a settlement… what happens next?
It may feel like you have a lot of money right now—but in reality it may need to last you the rest of your life.
When you consider that treatment can cost up to $400,000 per year, suddenly it’s a lot more crucial to manage your money properly right from the start.
This is where we come in.
When you consider that treatment can cost up to $400,000 per year, suddenly it’s a lot more crucial to manage your money properly right from the start.
This is where we come in.
We work with you to build a plan, manage your funds, and use our expertise in law and medicine to make sure you always have the healthcare, shelter, and support you need.
Get back to focusing on what’s important in your life.
Dealing with the aftermath of a major injury or illness, you’ve already got enough to worry about. That’s why we’re here to offer you:
- AIF® Designation. This rare designation means Robert has been specifically certified to manage with the best interests of the beneficiary as the top priority.
- A team on your side that truly cares. We want to know your name, your goals, and your dreams, so we can create custom solutions just for you.
- Clear answers to all your questions. As both a former Certified Registered Nurse Anesthetist and an attorney, Robert is always ready to use his medical and legal expertise to give you the straight truth in simple terms.
- Protection from over-billing. We go through each disbursement one by one to make sure that the treatment and other costs you’re being charged for are reasonable and fair.
- Easy & quick turnaround times. We use our careful training and extreme organization to simplify your request process and provide daily turnarounds on most disbursements.
No confusion, no complications, just compassionate expertise.
Medicaid. Investments. Disbursements. Fiduciary concerns. All the new topics to consider (not to mention the new terminology) can feel overwhelming, fast.
Our goal is to give you the relief of knowing that your finances are being managed with compassion, clarity, and competence.
To us, you are far more than a case number.
We want to know you, understand your priorities and goals, and do whatever we can to support you in getting there.
Whether you want our advice, to understand every detail of the process, or just to call us up when you need to buy something, we’ll be right here with speedy service and answers to all your questions.
It all starts with a simple appointment.
Our goal is to give you the relief of knowing that your finances are being managed with compassion, clarity, and competence.
To us, you are far more than a case number.
We want to know you, understand your priorities and goals, and do whatever we can to support you in getting there.
Whether you want our advice, to understand every detail of the process, or just to call us up when you need to buy something, we’ll be right here with speedy service and answers to all your questions.
It all starts with a simple appointment.
Mr. Zielke maintains the highest standards of integrity, trustworthiness, honesty, and ethics. He has incredible professionalism, skill, and ability, yet is friendly, kind, and approachable. Mr. Zielke cares about each individual client and beneficiary he serves, and truly understands his fiduciary role to put each person’s unique interests at the top of the list – consistently above his own interests."
The Honorable Deborah Senn, J.D.
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