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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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“- Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson | Pasadena, CA
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
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“- Gregory M. Yaffa - Shareholder, Domnick Cunningham & Whalen | Palm Beach Gardens, FL
Jay attended a mediation with me in Tampa on a tragic case where liability was hotly contested and our client was rendered a quadriplegic. Not only will Jay be handling the special needs trust, but also structuring a large portion of the settlement so t
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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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“- Raymond O. Bodiford, Bodiford Law Group | Orlando, FL
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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“- 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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“- William Weichler, Conner Riley Friedman & Weichler | Erie, PA
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
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“- Casey Johnson, Aitken * Aitken * Cohn
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.
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“- Kurt Arnold, Partner & Co-Founder, Arnold & Itkin LLP
I have worked with Scott Freeman since the days my firm opened the doors over a decade ago. I trust Scott to ensure my clients' needs are always met both now and into the future. The most impressive thing with Scott is that he finds a way to keep in tou
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