-
Industry LEADERWe offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney.
-
Caring GUIDANCEWe deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
-
Our SERVICESLearn how our team can help you with all of your settlement and consulting needs.
-
Collaborative APPROACHWe work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
Settlement Solutions
Learn more about our portfolio of comprehensive settlement planning services.
-
Structured Settlement Annuities
-
Market-Based Structured Settlements
-
Non-Qualified Structured Settlements
-
Attorney Fee Deferral Strategies
-
Trust Services
-
Qualified Settlement Funds (468B Trusts)
-
Government Benefit Preservation
-
Mass Tort Settlement Resolution
-
Lien Resolution
-
Medicare Set-Asides (MSA)
-
Probate Coordination
-
Law Firm Financing



What Our Clients Are Saying
Real People. Real Reviews.
-
“- Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL
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
” -
“- Geri Flynn
Highly recommend for any attorney or claimant needing expert advice relating to personal injury settlements. Susan was very helpful in recommending and setting up a meeting for me, a PI lawyer, with specific Medicare Set-Aside specialists. Glad I met Su
” -
“- Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA
They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.
” -
“- John Curran, Law Offices John C. Curran, P.A. | Melbourne, FL
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.
” -
“- Paul L Westcott, Esq., Westcott Mediations | Vero Beach, FL
I have had the opportunity to serve as mediator on a case wherein Jennifer served as the structured settlement consultant. I found her to be a tremendous help. She did more than provide annuity quotes. She was an asset to the claimant's attorney. She pr
” -
“- Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson | Pasadena, CA
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
” -
“- Blake R, David, Esq., Founding Partner, Broussard & David, LLC
For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs. […]. Mike never pressures the clients, and he does a great job of encouraging clients to make financial decisions that best suit their
” -
“- Attorney Richard M. Kenny
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
”


