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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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  • Caring GUIDANCE
    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.
      “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
      “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
      “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
      “Josh sets the standard for the plaintiff's representative.”
      “

      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.

      ”
      - Daniel M. Gilleon, Mitchell & Gilleon | San Diego, CA
      “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
      “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
      “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
      “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

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    Austin, TX 78759
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