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

    Real People. Real Reviews.
      “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
      “Jennifer, I am sure you know already but you were a big help - thank you!”

      Thank you for attending (the mediation). I am sure you know already but you were a big help. While it does not affect my BI case, I am still happy the Williamses got this resolved and you were a big part of that.

      - Tom Brown, The Nation Law Firm | Orlando, FL
      “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
      “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 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
      “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

      - Raymond O. Bodiford, Bodiford Law Group | Orlando, FL
      “I would highly recommend Christina to anybody in need of an experienced settlement planner.”

      Christina is a caring, hard-working, and knowledgeable professional. She is meticulous about the details to protect my clients' futures. I would highly recommend her to anybody in need of an experienced settlement planner.

      - Mitchell Proner, Proner & Proner | New York City, NY
      “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

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