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    We offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney.
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  • Caring GUIDANCE
    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
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  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
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    Settlement Solutions

    Learn more about our portfolio of comprehensive settlement planning services.
    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    What Our Clients Are Saying

    Real People. Real Reviews.
      “Jennifer, your help has been invaluable!”
      “

      Jennifer, your help has been invaluable! You always come through with sound and secure financial options to ensure my clients a better future. You are also such a great resource for questions about Medicare, Medicaid, SSI and all the other government pr

      ”
      - Nicholas P. Panagakis, Morgan & Morgan, P.A. | Orlando, FL
      “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
      “Jennifer, I am sure you know already but you were a big help - thank you!”
      “

      Thank you for attending (the mediation). I am sure you know already but you were a big help. While it does not affect my BI case, I am still happy the Williamses got this resolved and you were a big part of that.

      ”
      - Tom Brown, The Nation Law Firm | Orlando, FL
      “Josh sets the standard for the plaintiff's representative.”
      “

      For the last five years, Josh Farmer has handled all of my qualified structured settlements for plaintiff minors and adults, and each time he provided quality products and great service. Josh sets the standard for the plaintiff's representative.

      ”
      - Daniel M. Gilleon, Mitchell & Gilleon | San Diego, CA
      “Need the BEST? Look no further than Susan Gleason!”
      “

      Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
       

      ”
      - Paige W
      “Josh Farmer has been instrumental in achieving the best structured settlement options for my clients”
      “

      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

      ”
      - Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson | Pasadena, CA
      “George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve”
      “George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve, forging a relationship of trust which reflects well on your firm and ensures that the client is ”
      - Malcolm L MacGregor, Immediate Past President, Pennsylvania Association for Justice
      “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

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    Austin, TX 78759
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