“Failing to plan is planning to fail” - Alan Lakein
Josh Farmer is a senior settlement consultant that offers comprehensive settlement services to plaintiff law firms and their clients. He has extensive industry expertise including nearly two decades of financial planning experience and 18 years as a structured settlement specialist.
His “needs-based” approach to settlement planning requires dual access to both the retail financial services industry and the structured settlement industry. This provides him a unique opportunity to remain completely product unbiased when making important life-changing recommendations to his clients.
Prior to joining Sage, Josh managed a successful financial services practice with the Pollakov Financial Group in La Jolla, CA where he held his Series 6 & Series 63 designations and serviced over 220 client accounts.
Josh is a proud affiliated member of the following organizations: Consumer Attorneys Association of San Diego (CASD) Consumer Support Member, Sage Angel Foundation (Shining Light Donor), The American Association of Settlement Consultants, Board Chair for San Diego Fellowship of Christian Athletes (North County Inland).
Settlement Planning Expertise:
- Personal Injury
- Medical Malpractice
- Wrongful Death
- Workers’ Compensation
- Class Action & Mass Tort
- Minor’s Compromises
- Sexual Abuse & Harassment
- Americans with Disabilities Act
- Employment Litigation
- Structured Installment Sales
- Contingency Fee Deferral
- Litigation support services
- Pre-Mediation case file review
- Government Benefit Preservation
- Mediation attendance
- MSA Compliance Programs
- Trust Services
- Life Care Plan Analysis
- Post-Settlement financial services
"Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues."
- Chet W. Kern, Edelman & EdelmanNew York, NY
"Everything with our structured settlement is in place thanks to Josh's expertise and professionalism."
- L. SmithMoultonborough, NH
"When you call Josh, you know you will get a prompt, positive response."
- Sean Simpson, Simpson & Moore, LLPSan Diego, CA
"Josh Farmer has been instrumental in achieving the best structured settlement options for my clients"
- Chet R. Bhavsar, Esquire, Russakow, Ryan & JohnsonPasadena, CA
"Josh sets the standard for the plaintiff's representative."
- Daniel M. Gilleon, Mitchell & GilleonSan Diego, CA
"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."
- Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C.San Diego, CA