CUSTOMIZED SETTLEMENT PLANNING

“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

“Glad I met Susan and have Sage’s contact info for the future”

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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

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- Geri Flynn

“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 know our clients will be protected long after the settlement papers are signed.”

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With Traci on our team during settlement negotiations, I know our clients will be protected long after the settlement papers are signed.

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- Satisfied customer

“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

“Jennifer is knowledgeable, responsive and a pleasure to work with!”

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I use Jennifer Cantrell in personal injury cases for structured settlements, annuities and investments. She is knowledgeable, responsive and a pleasure to work with!

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- Gary Eto, The Law Office of Gary C. Eto | Torrence, CA

“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

“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