• 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.
    Meet Our Consultants
  • Caring GUIDANCE
    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
    Hear From Our Clients
  • Our SERVICES
    Learn how our team can help you with all of your settlement and consulting needs.
    Learn More
  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
    About Our Solutions

    CUSTOMIZED SETTLEMENT PLANNING

    Why Do You Need a Settlement Consultant on Your Team?

    Our nationwide network of experts is ready to help you facilitate a smooth settlement resolution. Watch our video to learn more.

    Settlement Solutions

    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    Information for Spanish-Speaking Claimants

    En Sage Settlement Consulting, es importante para nosotros que los demandantes con quienes trabajamos se sientan cómodos comunicándose con nuestro equipo. Es por eso que a los demandantes de habla hispana les brindamos acceso a materiales de información traducidos al español, un administrador de casos que habla español con fluidez y una línea directa de asistencia en español.

    Para obtener más información, comuníquese llame a nuestra línea directa de asistencia en español al (855) 288-4464.

    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “I feel confident that their financial futures are well planned and secure.”
      “

      Simply put…the best in the business! Traci and her staff understand the unique needs of each and every one of my clients. I feel confident that their financial futures are well planned and secure.

      ”
      - Casey Johnson, Aitken * Aitken * Cohn
      “Everything with our structured settlement is in place thanks to Josh's expertise and professionalism.”
      “

      Everything with our structured settlement is in place thanks to your expertise and professionalism. You were great to work with and helped to guide us through the little known waters. Kim, our two kids, and I are most appreciative and ready to get on wi

      ”
      - L. Smith | Moultonborough, NH
      “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
      “The team at Sage does excellent work”
      “

      The team at Sage does excellent work on behalf of the injured and their attorneys. They care about what they do and are experts on all matters important to the settlement process.

      ”
      - Chris B
      “Kimberly Overby is uniquely positioned as the best settlement broker in the industry.”
      “

      Although a settlement may seem like the end of the process for a client, it is really the beginning. Most of our clients are unsophisticated and they require advice on many issues pertaining to money.

      For years I have strongly recommended structur

      ”
      - Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX
      “It was clear to everyone in attendance that Jay was there to make a meaningful difference in our client’s life, and not to simply collect a paycheck.”
      “

      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

      ”
      - Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL
      “I will use your services for all my structured settlement needs in the future.”
      “

      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.

      ”
      - John Curran, Law Offices John C. Curran, P.A. | Melbourne, FL

    Memberships & Associations

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    Sage Settlement Consulting Sage Settlement Consulting
    Contact 855-288-7243
    Address
    11044 Research Blvd
    Suite B-415
    Austin, TX 78759
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