CUSTOMIZED SETTLEMENT PLANNING

“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

“Susan Gleason at SAGE Settlement Consulting”

“I have referred many of my clients to Susan Gleason at SAGE Settlement Consulting. The most consistent feedback I receive from these clients is that they feel "so well taken care of," so "well listened to," and "so well educated&qu”

- Angela M

“Simply said, I put my faith in Scott to do what is right for my clients.”

“

I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou

”

- Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP

“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

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

“

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

”

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

“Josh Farmer has been instrumental in achieving the best structured settlement options for my clients”

“

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

”

- Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson | Pasadena, CA

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

“

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

”

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

“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