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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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“- Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA
They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.
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“- Draxie Bolam
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.
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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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“- 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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“- 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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“- Blake R, David, Esq., Founding Partner, Broussard & David, LLC
For many years now, we have trusted Mike McCullough to help our clients with their structured settlement needs. […]. Mike never pressures the clients, and he does a great job of encouraging clients to make financial decisions that best suit their
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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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“- 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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