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Industry LEADERWe offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney. -
Caring GUIDANCEWe deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions. -
Our SERVICESLearn how our team can help you with all of your settlement and consulting needs. -
Collaborative APPROACHWe work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
Settlement Solutions
Learn more about our portfolio of comprehensive settlement planning services.
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Structured Settlement Annuities -
Market-Based Structured Settlements -
Non-Qualified Structured Settlements -
Attorney Fee Deferral Strategies -
Trust Services -
Qualified Settlement Funds (468B Trusts) -
Government Benefit Preservation -
Mass Tort Settlement Resolution -
Lien Resolution -
Medicare Set-Asides (MSA) -
Probate Coordination -
Law Firm Financing
What Our Clients Are Saying
Real People. Real Reviews.
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“- Sean Simpson, Simpson & Moore, LLP | San Diego, CA
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
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“- Casey Johnson, Aitken * Aitken * Cohn
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.
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“George Audi doesn't simply bring decades of financial expertise in litigation-related matters, he treats your client with the dignity and respect they deserve, forging a relationship of trust which reflects well on your firm and ensures that the client is ”- Malcolm L MacGregor, Immediate Past President, Pennsylvania Association for Justice
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“- Tom Brown, The Nation Law Firm | Orlando, FL
Thank you for attending (the mediation). I am sure you know already but you were a big help. While it does not affect my BI case, I am still happy the Williamses got this resolved and you were a big part of that.
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“- Daniel M. Gilleon, Mitchell & Gilleon | San Diego, CA
For the last five years, Josh Farmer has handled all of my qualified structured settlements for plaintiff minors and adults, and each time he provided quality products and great service. Josh sets the standard for the plaintiff's representative.
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“- Raymond O. Bodiford, Bodiford Law Group | Orlando, FL
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
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“- Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL
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
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“- L. Smith | Moultonborough, NH
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
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