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

    Real People. Real Reviews.
      “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
      “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.”
      “

      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 & Edelman | New York, NY
      “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
      “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 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
      “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”
      “

      They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

      ”
      - Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA
      “When you call Josh, you know you will get a prompt, positive response.”
      “

      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

      ”
      - Sean Simpson, Simpson & Moore, LLP | San Diego, CA
      “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

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