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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.
      “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
      “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
      “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
      “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
      “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
      “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
      “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
      “The team at Sage does excellent work”
      “

      The team at Sage does excellent work on behalf of the injured and their attorneys. They care about what they do and are experts on all matters important to the settlement process.

      ”
      - Chris B

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    Houston, TX 77056
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