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.”

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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

“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

“For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs.”

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For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs. […]. Mike never pressures the clients, and he does a great job of encouraging clients to make financial decisions that best suit their

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- Blake R, David, Esq., Founding Partner, Broussard & David, LLC

“George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve”

“George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve, forging a relationship of trust which reflects well on your firm and ensures that the client is ”

- Malcolm L MacGregor, Immediate Past President, Pennsylvania Association for Justice

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

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

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

“They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client.”

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I am a personal injury lawyer with 40 years' trial experience across the United States. The most substantial change I have experienced during this time is the immense complexity now associated with successful resolution of cases. Issues such as special

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- Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX

“I would enthusiastically recommend George Audi to any attorney looking for help with structures or other investment alternatives for a client.”

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I'm a personal injury and worker's compensation lawyer in Erie, PA. I've known and worked with George Audi for close to 10 years. I've found him to be knowledgeable about settlement investment alternatives for my clients. He works closely with my client

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- William Weichler, Conner Riley Friedman & Weichler | Erie, PA

“Jennifer did more than provide annuity quotes. She was an asset to the claimant's attorney.”

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I have had the opportunity to serve as mediator on a case wherein Jennifer served as the structured settlement consultant. I found her to be a tremendous help. She did more than provide annuity quotes. She was an asset to the claimant's attorney. She pr

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- Paul L Westcott, Esq., Westcott Mediations | Vero Beach, FL