• 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.
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    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
      “They are competent, experienced and most importantly extremely adept at dealing with the most important person -- the client.”

      I am a personal injury lawyer with 40 years' trial experience across the United States. The most substantial change I have experienced during this time is the immense complexity now associated with successful resolution of cases. Issues such as special

      - Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX
      “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
      “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
      “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
      “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
      “Jennifer Cantrell has been a wonderful asset to my legal team in helping my clients!”

      Jennifer Cantrell has been a wonderful asset to my legal team in helping my clients, who have received settlements from various car manufacturers due to defects in their products, to understand how to manage their settlements over a long period of time

      - Raymond O. Bodiford, Bodiford Law Group | Orlando, FL
      “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

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