CUSTOMIZED SETTLEMENT PLANNING

“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

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

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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

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

“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

“I wouldn't utilize a structured settlement as part of any global settlement for my client without first consulting George.”

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Any time that I'm in need of a structured settlement proposal for one of my clients George Audi is my first call. George and his staff provide the needed information and settlement options in a prompt and professional manner. George is also a valuable s

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- Lawrence M. Kelly, Luxenberg Garbett Kelly & George | New Castle, PA

“Jennifer, your help has been invaluable!”

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Jennifer, your help has been invaluable! You always come through with sound and secure financial options to ensure my clients a better future. You are also such a great resource for questions about Medicare, Medicaid, SSI and all the other government pr

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- Nicholas P. Panagakis, Morgan & Morgan, P.A. | Orlando, FL

“I will use your services for all my structured settlement needs in the future.”

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Thanks for all your help. I will use your services for all my structured settlement needs in the future. I will also continue to try to send others your way. You are a very nice person and great to work with. You also seem to really know your stuff.

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- John Curran, Law Offices John C. Curran, P.A. | Melbourne, 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