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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.
    About Our Solutions

    Settlement Solutions

    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 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
      “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
      “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 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
      “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
      “Glad I met Susan and have Sage’s contact info for the future”
      “

      Highly recommend for any attorney or claimant needing expert advice relating to personal injury settlements. Susan was very helpful in recommending and setting up a meeting for me, a PI lawyer, with specific Medicare Set-Aside specialists. Glad I met Su

      ”
      - Geri Flynn
      “They have shown repeatedly that they are always willing to go the extra mile to help my clients.”
      “

      I have used other structured settlement companies in the past and have been less than satisfied. I now use Monarch exclusively for all of my structure settlement needs. They are extremely responsive and do a fantastic job in educating my clients as to t

      ”
      - Russell Artille, Morgan and Morgan P.A.
      “I would recommend Josh to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs.”
      “

      Josh Farmer assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program

      ”
      - Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA

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    Austin, TX 78759
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