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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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  • Collaborative APPROACH
    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
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    Learn more about our portfolio of comprehensive settlement planning services.
    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “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”
      “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
      “Need the BEST? Look no further than Susan Gleason!”
      “

      Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
       

      ”
      - Paige W
      “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 highly recommend Christina to anybody in need of an experienced settlement planner.”
      “

      Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

      ”
      - Mitchell Proner, Proner & Proner | New York City, NY
      “We are so blessed in having you a part of a dynamic group for our Jamie.”
      “

      Jennifer, You have touched our lives in so many ways and we are forever grateful. We are so blessed in having you a part of a dynamic group for our Jamie.

      ”
      - Draxie Bolam
      “I will use your services for all my structured settlement needs in the future.”
      “

      Thanks for all your help. I will use your services for all my structured settlement needs in the future. I will also continue to try to send others your way. You are a very nice person and great to work with. You also seem to really know your stuff.

      ”
      - John Curran, Law Offices John C. Curran, P.A. | Melbourne, 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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    Austin, TX 78759
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