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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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    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
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    What Our Clients Are Saying

    Real People. Real Reviews.
      “Jennifer is knowledgeable, responsive and a pleasure to work with!”

      I use Jennifer Cantrell in personal injury cases for structured settlements, annuities and investments. She is knowledgeable, responsive and a pleasure to work with!

      - Gary Eto, The Law Office of Gary C. Eto | Torrence, CA
      “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
      “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
      “It was clear to everyone in attendance that Jay was there to make a meaningful difference in our client’s life, and not to simply collect a paycheck.”

      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

      - Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, 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, 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 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

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