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    We offer the highest-caliber settlement planners, armed with a range of solutions to meet the unique needs of each claimant and attorney.
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    We deliver knowledgeable, empathetic guidance for claimants and their families, enabling informed decisions.
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    We work collaboratively with attorneys, streamlining settlements and facilitating successful outcomes.
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    Learn more about our portfolio of comprehensive settlement planning services.
    TRUSTED SOLUTIONS. SAGE ADVICE. Contact Us at (855) 288-7243 Today

    What Our Clients Are Saying

    Real People. Real Reviews.
      “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
      “I will use your services for all my structured settlement needs in the future.”
      “

      Thanks for all your help. I will use your services for all my structured settlement needs in the future. I will also continue to try to send others your way. You are a very nice person and great to work with. You also seem to really know your stuff.

      ”
      - John Curran, Law Offices John C. Curran, P.A. | Melbourne, FL
      “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
      “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 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
      “I would enthusiastically recommend George Audi to any attorney looking for help with structures or other investment alternatives for a client.”
      “

      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

      ”
      - William Weichler, Conner Riley Friedman & Weichler | Erie, PA
      “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

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    11044 Research Blvd
    Suite B-415
    Austin, TX 78759
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