CUSTOMIZED SETTLEMENT PLANNING

“When you call Josh, you know you will get a prompt, positive response.”

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Josh has been helping my firm with structures for about four years now, and my two partners and I have been impressed by his responsiveness and commitment to helping our clients. He has gone the extra mile to put together packages that worked for our cl

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- Sean Simpson, Simpson & Moore, LLP | San Diego, CA

“The team at Sage does excellent work”

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The team at Sage does excellent work on behalf of the injured and their attorneys. They care about what they do and are experts on all matters important to the settlement process.

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- Chris B

“I highly recommend Lance and will use him again on other structured settlements.”

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I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

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- Marcus J. Bradley, Marlin & Saltzman

“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

“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

“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

“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