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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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    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
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    Learn how our team can help you with all of your settlement and consulting needs.
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    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
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    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “I would recommend Josh to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs.”

      Josh Farmer assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program

      - Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA
      “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
      “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
      “We are so blessed in having you a part of a dynamic group for our Jamie.”

      Jennifer, You have touched our lives in so many ways and we are forever grateful. We are so blessed in having you a part of a dynamic group for our Jamie.

      - Draxie Bolam
      “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
      “Susan Gleason at SAGE Settlement Consulting”
      “I have referred many of my clients to Susan Gleason at SAGE Settlement Consulting. The most consistent feedback I receive from these clients is that they feel "so well taken care of," so "well listened to," and "so well educated&qu”
      - Angela M
      “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

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