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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.
  • 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 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
      “Jennifer is genuinely dedicated to helping clients understand their options and devise the best plan for their future.”

      The thing I appreciate most about Jennifer Cantrell’s approach is her genuine concern for my clients and her focus on the human aspects of the case. She is genuinely dedicated to helping clients understand their options and devise the best plan fo

      - Todd Miner, Todd K. Miner, P.A. | Orlando, FL
      “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
      “I would highly recommend Christina to anybody in need of an experienced settlement planner.”

      Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

      - Mitchell Proner, Proner & Proner | New York City, NY
      “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
      “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, 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

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