• 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.
  • Our SERVICES
    Learn how our team can help you with all of your settlement and consulting needs.
  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “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
      “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
      “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
      “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
      “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
      “Jennifer is knowledgeable, responsive and a pleasure to work with!”

      I use Jennifer Cantrell in personal injury cases for structured settlements, annuities and investments. She is knowledgeable, responsive and a pleasure to work with!

      - Gary Eto, The Law Office of Gary C. Eto | Torrence, CA

    Contact Us Today

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