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    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.”

      Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues.

      - Chet W. Kern, Edelman & Edelman | New York, NY
      “I feel confident that their financial futures are well planned and secure.”

      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.

      - Casey Johnson, Aitken * Aitken * Cohn
      “I highly recommend Lance and will use him again on other structured settlements.”

      I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

      - Marcus J. Bradley, Marlin & Saltzman
      “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
      “I can’t say enough about Taylor Sutton’s professionalism, always cheerful attitude, quickness to respond to my questions.”

      I knew virtually nothing about structured settlements. Monarch taught me from A to Z what I was able to accomplish with my settlement. Monarch’s Taylor Sutton understood my situation in that I am easily confused since the accident. She was extreme

      - Mr. Johnson
      “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
      “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

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