• Industry LEADER
    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.
    Hear From Our Clients
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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
      “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
      “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
      “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
      “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
      “Josh Farmer has been instrumental in achieving the best structured settlement options for my clients”
      “

      Josh Farmer has been instrumental in achieving the best structured settlement options for my clients, including proposals, planning and guidance. Josh is always a call away and everything I have requested was done in a timely and professional manner. I

      ”
      - Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson | Pasadena, CA
      “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
      “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

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