• 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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    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
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    Learn how our team can help you with all of your settlement and consulting needs.
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    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
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    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “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
      “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
      “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 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 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
      “Kimberly Overby is uniquely positioned as the best settlement broker in the industry.”
      “

      Although a settlement may seem like the end of the process for a client, it is really the beginning. Most of our clients are unsophisticated and they require advice on many issues pertaining to money.

      For years I have strongly recommended structur

      ”
      - Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX

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