CUSTOMIZED SETTLEMENT PLANNING

“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

“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 highly recommend Christina to anybody in need of an experienced settlement planner.”

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Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

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- Mitchell Proner, Proner & Proner | New York City, NY

“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

“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

“I feel confident that their financial futures are well planned and secure.”

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Simply put…the best in the business! Traci and her staff understand the unique needs of each and every one of my clients. I feel confident that their financial futures are well planned and secure.

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- Casey Johnson, Aitken * Aitken * Cohn

“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

“I can’t say enough about Taylor Sutton’s professionalism, always cheerful attitude, quickness to respond to my questions.”

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I knew virtually nothing about structured settlements. Monarch taught me from A to Z what I was able to accomplish with my settlement. Monarch’s Taylor Sutton understood my situation in that I am easily confused since the accident. She was extreme

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- Mr. Johnson