• 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 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
      “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
      “Susan Gleason at SAGE Settlement Consulting”
      “I have referred many of my clients to Susan Gleason at SAGE Settlement Consulting. The most consistent feedback I receive from these clients is that they feel "so well taken care of," so "well listened to," and "so well educated&qu”
      - Angela M
      “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
      “Glad I met Susan and have Sage’s contact info for the future”

      Highly recommend for any attorney or claimant needing expert advice relating to personal injury settlements. Susan was very helpful in recommending and setting up a meeting for me, a PI lawyer, with specific Medicare Set-Aside specialists. Glad I met Su

      - Geri Flynn
      “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
      “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
      “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

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