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Industry LEADERWe offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney. -
Caring GUIDANCEWe deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions. -
Our SERVICESLearn how our team can help you with all of your settlement and consulting needs. -
Collaborative APPROACHWe work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
Settlement Solutions
Learn more about our portfolio of comprehensive settlement planning services.
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Structured Settlement Annuities -
Market-Based Structured Settlements -
Non-Qualified Structured Settlements -
Attorney Fee Deferral Strategies -
Trust Services -
Qualified Settlement Funds (468B Trusts) -
Government Benefit Preservation -
Mass Tort Settlement Resolution -
Lien Resolution -
Medicare Set-Asides (MSA) -
Probate Coordination -
Law Firm Financing
What Our Clients Are Saying
Real People. Real Reviews.
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“- Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX
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
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“- Marcus J. Bradley, Marlin & Saltzman
I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp
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“- Casey Johnson, Aitken * Aitken * Cohn
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.
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“- Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL
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
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“- Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX
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
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“- L. Smith | Moultonborough, NH
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
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“- Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA
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
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“- Robert Molettiere, Moletteire & Torpy
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.
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