• 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.
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  • Caring GUIDANCE
    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
    Hear From Our Clients
  • Our SERVICES
    Learn how our team can help you with all of your settlement and consulting needs.
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  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
    About Our Solutions

    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.

    Settlement Solutions

    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.
      “I highly recommend Lance and will use him again on other structured settlements.”
      “

      I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

      ”
      - Marcus J. Bradley, Marlin & Saltzman
      “I will use your services for all my structured settlement needs in the future.”
      “

      Thanks for all your help. I will use your services for all my structured settlement needs in the future. I will also continue to try to send others your way. You are a very nice person and great to work with. You also seem to really know your stuff.

      ”
      - John Curran, Law Offices John C. Curran, P.A. | Melbourne, FL
      “We are so blessed in having you a part of a dynamic group for our Jamie.”
      “

      Jennifer, You have touched our lives in so many ways and we are forever grateful. We are so blessed in having you a part of a dynamic group for our Jamie.

      ”
      - Draxie Bolam
      “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 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
      “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
      “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 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

    Memberships & Associations

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    Sage Settlement Consulting Sage Settlement Consulting
    Contact 855-288-7243
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    1400 Post Oak Blvd
    Suite 450
    Houston, TX 77056
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