CUSTOMIZED SETTLEMENT PLANNING

“Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.”

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Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.

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- Chet W. Kern, Edelman & Edelman | New York, NY

“I would recommend Josh to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs.”

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Josh Farmer assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program

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- Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA

“Everything with our structured settlement is in place thanks to Josh's expertise and professionalism.”

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Everything with our structured settlement is in place thanks to your expertise and professionalism. You were great to work with and helped to guide us through the little known waters. Kim, our two kids, and I are most appreciative and ready to get on wi

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- L. Smith | Moultonborough, NH

“Kimberly Overby is uniquely positioned as the best settlement broker in the industry.”

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Although a settlement may seem like the end of the process for a client, it is really the beginning. Most of our clients are unsophisticated and they require advice on many issues pertaining to money.

For years I have strongly recommended structur

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- Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX

“I recommend Mike to anyone who wants to provide their clients with settlement planning advice.”

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Mike McCullough helps me and helps my clients. Mike is accessible, knowledgeable, and has the resources to provide educated advice on settlement planning. From Medicare set-asides and special needs trusts, to structured settlements, my clients and I hav

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- Lawrence J. Centola, III, Martzell & Bickford | New Orleans, LA

“Simply said, I put my faith in Scott to do what is right for my clients.”

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I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou

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- Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP

“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

“With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”

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From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

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- Attorney Richard M. Kenny