CUSTOMIZED SETTLEMENT PLANNING

“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

“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

“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

“Jennifer is genuinely dedicated to helping clients understand their options and devise the best plan for their future.”

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The thing I appreciate most about Jennifer Cantrell’s approach is her genuine concern for my clients and her focus on the human aspects of the case. She is genuinely dedicated to helping clients understand their options and devise the best plan fo

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- Todd Miner, Todd K. Miner, P.A. | Orlando, FL

“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

“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

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

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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

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

“Kimberly Overby is uniquely positioned as the best settlement broker in the industry.”

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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

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- Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX