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Specialized Wealth

Management for Attorneys

Optimizing Structured Settlements for A More Secure Financial Future

SYNDICUS

Latin noun |\‘syn.di.kus\

Syndicus is Latin for syndicate - a group of individuals or organizations combined to promote a common interest

Syndicus Financial specializes in wealth management solutions tailored for attorneys. We understand the unique financial landscape of legal professionals, particularly in personal injury and structured settlements.

Our approach integrates protection strategies, asset management, and cash flow optimization to achieve superior outcomes for you and your clients. We ensure seamless collaboration between your financial, tax, and legal advisors, ensuring optimal financial outcomes for your clients while enhancing your practice.

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We believe that financial planning for attorneys is about more than managing separate components. It's about understanding how these elements interact to protect you, your clients, and your practice. Our holistic approach focuses on growing wealth sustainably and securing your financial future, from active practice through retirement.

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Personal Injury Attorneys

We specialize in comprehensive financial planning for personal injury attorneys. Our strategies help you manage the unique cash flow patterns of contingency-based practices, optimize your personal wealth, and secure your financial future. We understand the complexities of your profession and provide tailored solutions to protect and grow what you've worked hard to build.

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Structured Settlements

For attorneys dealing with personal injury structured settlements, we tailor structured settlements to your clients' unique needs, providing long-term financial security and peace of mind. Our approaches help you navigate the intricacies of settlement planning, providing optimal financial outcomes for your clients and supporting your reputation as a trusted advisor in complex cases.

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7441 Bartlett St. NE, Suite 2-A
Albuquerque, NM

Nic@SyndicusFinancial.com
Sonja@SyndicusFinancial.com
Sol@SyndicusFinancial.com
EKronk@FT.NewYorkLife.com
Yolanda@SyndicusFinancial.com
Dominic@SyndicusFinancial.com

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Disclosure

Nicolas Baker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M17579), CO, CT, DE, FL, MN, MS, ND, NE, NJ, NM, NV, NY, OH, OR, TX, VA, VT, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Nicolas Baker is licensed and authorized to offer insurance in California, but Syndicus Financial, LLC may not be. For additional information on California licensure status, please click here.

Nicolas Baker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7441 Bartlett St Ne Ste 2a, Albuquerque, NM, 87109, 505-871-5597. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, FL, GA, IA, IN, KS, MD, MN, MS, NC, ND, NE, NH, NJ, NM, OH, OK, OR, TX, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Nicolas Baker is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AZ, CA, CO, CT, FL, GA, IA, IN, KS, MD, MN, MS, NC, ND, NE, NH, NJ, NM, OH, OK, OR, TX, UT, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Nicolas Baker is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Syndicus Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Syndicus Financial, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Syndicus Financial, LLC

Nicolas Baker

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