CUSTOMIZED SETTLEMENT PLANNING

“Thank you for everything you have done for this family.”

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To Jennifer C, Thank you for everything you have done for this family. We appreciate your support from the beginning. As soon as my mother could speak she will love to thank you herself. You are God’s beautiful angel. Thank you!

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- The Rivas Family | Orlando, FL

“I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.”

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Any time that I'm in need of a structured settlement proposal for one of my clients George Audi is my first call. George and his staff provide the needed information and settlement options in a prompt and professional manner. George is also a valuable s

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- Lawrence M. Kelly, Luxenberg Garbett Kelly & George | New Castle, PA

“I know our clients will be protected long after the settlement papers are signed.”

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With Traci on our team during settlement negotiations, I know our clients will be protected long after the settlement papers are signed.

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- Satisfied customer

“Glad I met Susan and have Sage’s contact info for the future”

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Highly recommend for any attorney or claimant needing expert advice relating to personal injury settlements. Susan was very helpful in recommending and setting up a meeting for me, a PI lawyer, with specific Medicare Set-Aside specialists. Glad I met Su

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- Geri Flynn

“The team at Sage does excellent work”

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The team at Sage does excellent work on behalf of the injured and their attorneys. They care about what they do and are experts on all matters important to the settlement process.

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- Chris B

“We are so blessed in having you a part of a dynamic group for our Jamie.”

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Jennifer, You have touched our lives in so many ways and we are forever grateful. We are so blessed in having you a part of a dynamic group for our Jamie.

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- Draxie Bolam

“It was clear to everyone in attendance that Jay was there to make a meaningful difference in our client’s life, and not to simply collect a paycheck.”

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Jay attended a mediation with me in Tampa on a tragic case where liability was hotly contested and our client was rendered a quadriplegic. Not only will Jay be handling the special needs trust, but also structuring a large portion of the settlement so t

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- Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL

“Need the BEST? Look no further than Susan Gleason!”

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Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
 

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- Paige W