• 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.
      “With Mitch Kobil's help, I put together a financial plan that provided my three children with an ample amount of money to subsidize their entire college educations.”
      “

      From my perspective, structuring a portion of my fee out of the settlement proceeds of the case we worked together on several years ago was the smartest move I ever made. With Mitch Kobil's help, I put together a financial plan that provided my three ch

      ”
      - Attorney Richard M. Kenny
      “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
      “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
      “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
      “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
      “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
      “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 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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