CUSTOMIZED SETTLEMENT PLANNING

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

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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

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- Lawrence J. Centola, III, Martzell & Bickford | New Orleans, LA

“Everything with our structured settlement is in place thanks to Josh's expertise and professionalism.”

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Everything with our structured settlement is in place thanks to your expertise and professionalism. You were great to work with and helped to guide us through the little known waters. Kim, our two kids, and I are most appreciative and ready to get on wi

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- L. Smith | Moultonborough, NH

“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

“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

“Kimberly Overby is uniquely positioned as the best settlement broker in the industry.”

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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

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- Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX

“Claudine Homolash provides excellent advice and options”

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Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees. As an experienced personal injury trial attorney herself, she brings a uniq

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- Dan

“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

“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