CUSTOMIZED SETTLEMENT PLANNING

“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

“I would highly recommend Christina to anybody in need of an experienced settlement planner.”

“

Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

”

- Mitchell Proner, Proner & Proner | New York City, NY

“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

“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

“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

“Jennifer, you certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client”

“

You certainly have made your case that it is vital for me to have you at mediation to get the numbers that are best for my client. Thanks for all your hard work on this case.

”

- Robert Molettiere, Moletteire & Torpy

“Glad I met Susan and have Sage’s contact info for the future”

“

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

”

- Geri Flynn

“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