CUSTOMIZED SETTLEMENT PLANNING

“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.”

“

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

”

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

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

“

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.

”

- Draxie Bolam

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

“

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

”

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

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

“

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!
 

”

- Paige W

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

“

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

”

- 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.”

“

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

”

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

“They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”

“

They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

”

- Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA

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

“

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

”

- Geri Flynn