CUSTOMIZED SETTLEMENT PLANNING

“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 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

“They have shown repeatedly that they are always willing to go the extra mile to help my clients.”

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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

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- Russell Artille, Morgan and Morgan P.A.

“I would highly recommend Christina to anybody in need of an experienced settlement planner.”

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Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

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- Mitchell Proner, Proner & Proner | New York City, NY

“I recommend Mike to anyone who wants to provide their clients with settlement planning advice.”

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Mike McCullough helps me and helps my clients. Mike is accessible, knowledgeable, and has the resources to provide educated advice on settlement planning. From Medicare set-asides and special needs trusts, to structured settlements, my clients and I hav

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- Lawrence J. Centola, III, Martzell & Bickford | New Orleans, LA

“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

“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

“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