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  • Collaborative APPROACH
    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 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 highly recommend Lance and will use him again on other structured settlements.”
      “

      I worked with Lance Harris for the first time in 2013. Lance and his assistant were fantastic. They made the [structured settlement] process very easy and provided me with all of the documentation I needed to get the petition for the minor's comp

      ”
      - Marcus J. Bradley, Marlin & Saltzman
      “They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.”
      “

      They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.

      ”
      - Brian Panish, Panish, Shea & Boyle, LLP | Los Angeles, CA
      “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 is knowledgeable, responsive and a pleasure to work with!”
      “

      I use Jennifer Cantrell in personal injury cases for structured settlements, annuities and investments. She is knowledgeable, responsive and a pleasure to work with!

      ”
      - Gary Eto, The Law Office of Gary C. Eto | Torrence, CA
      “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
      “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
      “Need the BEST? Look no further than Susan Gleason!”
      “

      Need the BEST? Look no further than Susan Gleason! She helped our family with an annuity settlement in a tremendous way! Her style, commitment, and interpersonal skills go unmatched!
       

      ”
      - Paige W

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    Austin, TX 78759
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