CUSTOMIZED SETTLEMENT PLANNING

“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

“They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”

“

They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

”

- Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA

“I would recommend Josh to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs.”

“

Josh Farmer assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program

”

- Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA

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

“

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

”

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

“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

“I would enthusiastically recommend George Audi to any attorney looking for help with structures or other investment alternatives for a client.”

“

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

”

- William Weichler, Conner Riley Friedman & Weichler | Erie, PA

“They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client.”

“

I am a personal injury lawyer with 40 years' trial experience across the United States. The most substantial change I have experienced during this time is the immense complexity now associated with successful resolution of cases. Issues such as special

”

- Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX

“George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve”

“George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve, forging a relationship of trust which reflects well on your firm and ensures that the client is ”

- Malcolm L MacGregor, Immediate Past President, Pennsylvania Association for Justice