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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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  • Caring GUIDANCE
    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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  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
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    Learn more about our portfolio of comprehensive settlement planning services.
    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “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 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
      “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
      “Claudine Homolash provides excellent advice and options”
      “

      Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees. As an experienced personal injury trial attorney herself, she brings a uniq

      ”
      - Dan
      “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
      “For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs.”
      “

      For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs. […]. Mike never pressures the clients, and he does a great job of encouraging clients to make financial decisions that best suit their

      ”
      - Blake R, David, Esq., Founding Partner, Broussard & David, LLC
      “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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    Austin, TX 78759
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