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Industry LEADERWe offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney. -
Caring GUIDANCEWe deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions. -
Our SERVICESLearn how our team can help you with all of your settlement and consulting needs. -
Collaborative APPROACHWe work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
Settlement Solutions
Learn more about our portfolio of comprehensive settlement planning services.
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Structured Settlement Annuities -
Market-Based Structured Settlements -
Non-Qualified Structured Settlements -
Attorney Fee Deferral Strategies -
Trust Services -
Qualified Settlement Funds (468B Trusts) -
Government Benefit Preservation -
Mass Tort Settlement Resolution -
Lien Resolution -
Medicare Set-Asides (MSA) -
Probate Coordination -
Law Firm Financing
What Our Clients Are Saying
Real People. Real Reviews.
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“- Francisco Guerra, IV, Watts Guerra, LLP | San Antonio, TX
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
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“- Gary Eto, The Law Office of Gary C. Eto | Torrence, CA
I use Jennifer Cantrell in personal injury cases for structured settlements, annuities and investments. She is knowledgeable, responsive and a pleasure to work with!
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“- Chris B
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.
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“- Tommy Fibich, Partner, Fibich, Leebron, Copeland & Briggs, LLP | Houston, TX
I am a personal injury lawyer with 40 years' trial experience across the United States. The most substantial change I have experienced during this time is the immense complexity now associated with successful resolution of cases. Issues such as special
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“- Satisfied customer
With Traci on our team during settlement negotiations, I know our clients will be protected long after the settlement papers are signed.
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“- Geri Flynn
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
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“- Lawrence J. Centola, III, Martzell & Bickford | New Orleans, LA
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
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“- Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C. | San Diego, CA
Josh Farmer assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program
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