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

“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

“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

“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

“Josh Farmer has been instrumental in achieving the best structured settlement options for my clients”

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Josh Farmer has been instrumental in achieving the best structured settlement options for my clients, including proposals, planning and guidance. Josh is always a call away and everything I have requested was done in a timely and professional manner. I

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- Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson | Pasadena, CA

“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

“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

“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