“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

“Everything with our structured settlement is in place thanks to Josh's expertise and professionalism.”

“

Everything with our structured settlement is in place thanks to your expertise and professionalism. You were great to work with and helped to guide us through the little known waters. Kim, our two kids, and I are most appreciative and ready to get on wi

”

- L. Smith | Moultonborough, NH

“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

“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

“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

“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 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

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- Raymond O. Bodiford, Bodiford Law Group | Orlando, FL

“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