CUSTOMIZED SETTLEMENT PLANNING

“Susan Gleason at SAGE Settlement Consulting”

“I have referred many of my clients to Susan Gleason at SAGE Settlement Consulting. The most consistent feedback I receive from these clients is that they feel "so well taken care of," so "well listened to," and "so well educated&qu”

- Angela M

“Thank you for everything you have done for this family.”

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To Jennifer C, Thank you for everything you have done for this family. We appreciate your support from the beginning. As soon as my mother could speak she will love to thank you herself. You are God’s beautiful angel. Thank you!

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- The Rivas Family | Orlando, FL

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

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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

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- Raymond O. Bodiford, Bodiford Law Group | Orlando, FL

“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

“Jennifer is genuinely dedicated to helping clients understand their options and devise the best plan for their future.”

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The thing I appreciate most about Jennifer Cantrell’s approach is her genuine concern for my clients and her focus on the human aspects of the case. She is genuinely dedicated to helping clients understand their options and devise the best plan fo

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- Todd Miner, Todd K. Miner, P.A. | Orlando, FL

“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 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

“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