• 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.
    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    What Our Clients Are Saying

    Real People. Real Reviews.
      “Thank you for everything you have done for this family.”

      To Jennifer C, Thank you for everything you have done for this family. We appreciate your support from the beginning. As soon as my mother could speak she will love to thank you herself. You are God’s beautiful angel. Thank you!

      - The Rivas Family | 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
      “Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.”

      Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.

      - Chet W. Kern, Edelman & Edelman | New York, 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
      “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
      “Jennifer, your help has been invaluable!”

      Jennifer, your help has been invaluable! You always come through with sound and secure financial options to ensure my clients a better future. You are also such a great resource for questions about Medicare, Medicaid, SSI and all the other government pr

      - Nicholas P. Panagakis, Morgan & Morgan, P.A. | Orlando, FL
      “I highly recommend Lance and will use him again on other structured settlements.”

      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

      - Marcus J. Bradley, Marlin & Saltzman
      “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

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