• 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.
      “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.”

      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

      - Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL
      “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
      “With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”

      From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

      - Attorney Richard M. Kenny
      “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
      “Thank you for everything you have done for this family.”

      To Jennifer C, Thank you for everything you have done for this family. We appreciate your support from the beginning. As soon as my mother could speak she will love to thank you herself. You are God’s beautiful angel. Thank you!

      - The Rivas Family | Orlando, FL
      “They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client.”

      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

      - Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX
      “They have shown repeatedly that they are always willing to go the extra mile to help my clients.”

      I have used other structured settlement companies in the past and have been less than satisfied. I now use Monarch exclusively for all of my structure settlement needs. They are extremely responsive and do a fantastic job in educating my clients as to t

      - Russell Artille, Morgan and Morgan P.A.
      “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”

      They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

      - Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA

    Contact Us Today

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