CUSTOMIZED SETTLEMENT PLANNING

“Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.”

“

Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.

”

- Chet W. Kern, Edelman & Edelman | New York, NY

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

“

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!
 

”

- Paige W

“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

“Claudine Homolash provides excellent advice and options”

“

Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees. As an experienced personal injury trial attorney herself, she brings a uniq

”

- Dan

“Josh sets the standard for the plaintiff's representative.”

“

For the last five years, Josh Farmer has handled all of my qualified structured settlements for plaintiff minors and adults, and each time he provided quality products and great service. Josh sets the standard for the plaintiff's representative.

”

- Daniel M. Gilleon, Mitchell & Gilleon | 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 feel confident that their financial futures are well planned and secure.”

“

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.

”

- Casey Johnson, Aitken * Aitken * Cohn