CUSTOMIZED SETTLEMENT PLANNING

“Jennifer, I am sure you know already but you were a big help - thank you!”

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Thank you for attending (the mediation). I am sure you know already but you were a big help. While it does not affect my BI case, I am still happy the Williamses got this resolved and you were a big part of that.

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- Tom Brown, The Nation Law Firm | Orlando, FL

“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.”

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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

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

“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

“Simply said, I put my faith in Scott to do what is right for my clients.”

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I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou

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- Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP

“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

“Need the BEST? Look no further than Susan Gleason!”

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Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
 

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- Paige W

“I feel confident that their financial futures are well planned and secure.”

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Simply put…the best in the business! Traci and her staff understand the unique needs of each and every one of my clients. I feel confident that their financial futures are well planned and secure.

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- Casey Johnson, Aitken * Aitken * Cohn