• Industry LEADER
    We offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney.
  • Caring GUIDANCE
    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
  • Our SERVICES
    Learn how our team can help you with all of your settlement and consulting needs.
  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.

    CUSTOMIZED SETTLEMENT PLANNING

    Why Do You Need a Settlement Consultant on Your Team?

    Our nationwide network of experts is ready to help you facilitate a smooth settlement resolution. Watch our video to learn more.

    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    Information for Spanish-Speaking Claimants

    En Sage Settlement Consulting, es importante para nosotros que los demandantes con quienes trabajamos se sientan cómodos comunicándose con nuestro equipo. Es por eso que a los demandantes de habla hispana les brindamos acceso a materiales de información traducidos al español, un administrador de casos que habla español con fluidez y una línea directa de asistencia en español.

    Para obtener más información, comuníquese llame a nuestra línea directa de asistencia en español al (855) 288-4464.

    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “Jennifer Cantrell has been a wonderful asset to my legal team in helping my clients!”

      Jennifer Cantrell has been a wonderful asset to my legal team in helping my clients, who have received settlements from various car manufacturers due to defects in their products, to understand how to manage their settlements over a long period of time

      - Raymond O. Bodiford, Bodiford Law Group | Orlando, FL
      “Kimberly Overby is uniquely positioned as the best settlement broker in the industry.”

      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

      - Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX
      “Josh sets the standard for the plaintiff's representative.”

      For the last five years, Josh Farmer has handled all of my qualified structured settlements for plaintiff minors and adults, and each time he provided quality products and great service. Josh sets the standard for the plaintiff's representative.

      - Daniel M. Gilleon, Mitchell & Gilleon | San Diego, CA
      “Jennifer did more than provide annuity quotes. She was an asset to the claimant's attorney.”

      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

      - Paul L Westcott, Esq., Westcott Mediations | Vero Beach, FL
      “I can’t say enough about Taylor Sutton’s professionalism, always cheerful attitude, quickness to respond to my questions.”

      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

      - Mr. Johnson
      “Jennifer, your help has been invaluable!”

      Jennifer, your help has been invaluable! You always come through with sound and secure financial options to ensure my clients a better future. You are also such a great resource for questions about Medicare, Medicaid, SSI and all the other government pr

      - Nicholas P. Panagakis, Morgan & Morgan, P.A. | Orlando, FL
      “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

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    Austin, TX 78759
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