• Industry LEADER
    We offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney.
  • Caring GUIDANCE
    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
  • Our SERVICES
    Learn how our team can help you with all of your settlement and consulting needs.
  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.

    CUSTOMIZED SETTLEMENT PLANNING

    Why Do You Need a Settlement Consultant on Your Team?

    Our nationwide network of experts is ready to help you facilitate a smooth settlement resolution. Watch our video to learn more.

    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    Information for Spanish-Speaking Claimants

    En Sage Settlement Consulting, es importante para nosotros que los demandantes con quienes trabajamos se sientan cómodos comunicándose con nuestro equipo. Es por eso que a los demandantes de habla hispana les brindamos acceso a materiales de información traducidos al español, un administrador de casos que habla español con fluidez y una línea directa de asistencia en español.

    Para obtener más información, comuníquese llame a nuestra línea directa de asistencia en español al (855) 288-4464.

    What Our Clients Are Saying

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

      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

      ”
      - Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP
      “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
      “I know our clients will be protected long after the settlement papers are signed.”
      “

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

      ”
      - Satisfied customer
      “Jennifer did more than provide annuity quotes. She was an asset to the claimant's attorney.”
      “

      I have had the opportunity to serve as mediator on a case wherein Jennifer served as the structured settlement consultant. I found her to be a tremendous help. She did more than provide annuity quotes. She was an asset to the claimant's attorney. She pr

      ”
      - Paul L Westcott, Esq., Westcott Mediations | Vero Beach, FL
      “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
      “I can’t say enough about Taylor Sutton’s professionalism, always cheerful attitude, quickness to respond to my questions.”
      “

      I knew virtually nothing about structured settlements. Monarch taught me from A to Z what I was able to accomplish with my settlement. Monarch’s Taylor Sutton understood my situation in that I am easily confused since the accident. She was extreme

      ”
      - Mr. Johnson
      “Jennifer, your help has been invaluable!”
      “

      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

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

    Contact Us Today

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    Houston, TX 77056
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