With over 35 years of experience, Susan Gleason offers a comprehensive and holistic approach as a Settlement Planner. She has served thousands of personal injury plaintiff attorneys and those who suffered an injury firsthand nationwide. Her needs assessment tools and credentials as a Certified Structured Settlement Consultant (CSSC) make her an invaluable resource to attorneys and the injured. Her strategic planning offers risk diversity, liquidity, and tax-advantaged investments. Moreover, Susan's plans are thoughtful and contemplate cash flow planning, retirement planning, investment management, insurance planning, estate planning, tax planning, and Public Assistance preservation.
Uncovering precisely what a client needs across all aspects of settlement planning is like detective work. Small details must be identified and pieced together, and a comprehensive solution created.
Susan's career remains steadfast after three decades in the profession. Her driving desire is to help people and make a difference in our world by giving caring, compassionate, and honest advice to every client.
"Glad I met Susan and have Sage’s contact info for the future."
- Geri Flynn, Attorney | Chris Parks Law
"Need the BEST? Look no further than Susan Gleason!"
- Paige W., Claimant