About Sage settlement consulting
Sage Settlement Consulting: Your Trusted Partner for Full-Service Settlement Planning Services
Sage Settlement Consulting is a leading provider of full-service settlement planning services for law firms. With years of experience in the industry, we have helped countless clients achieve their financial goals and secure their future through our comprehensive range of services.
At Sage Settlement Consulting, we understand that every client has unique needs and circumstances. That's why we offer personalized solutions tailored to your specific situation. Whether you're looking to structure a settlement, create a special needs trust, or plan for long-term care expenses, our team of experts is here to help.
Our Services
We offer a wide range of services designed to meet the diverse needs of our clients. Some of our most popular services include:
Structured settlements: We can help you structure your settlement payments in a way that meets your financial goals and provides long-term security.
Special needs trusts: If you or someone you love has special needs, we can help you create a trust that will provide ongoing support while preserving eligibility for government benefits.
Medicare set-asides: We can assist with the creation and administration of Medicare set-asides (MSAs) to ensure compliance with Medicare regulations.
Life care planning: Our team includes certified life care planners who can assess your current and future medical needs and develop a comprehensive plan for ongoing care.
Long-term care planning: We can help you plan for the costs associated with long-term care, including nursing home expenses and in-home care.
Our Products
In addition to our full range of services, we also offer several products designed to meet specific client needs. These include:
Annuities: We offer annuities from top-rated insurance companies that provide guaranteed income streams over time.
Structured settlement funding options: If you need cash now but want to maintain the tax-free status of your structured settlement payments, we can help connect you with reputable funding sources.
Settlement preservation trusts (SPTs): An SPT can help you preserve your settlement funds while providing ongoing support for your needs.
Our Process
At Sage Settlement Consulting, we believe in a collaborative approach to settlement planning. Our process typically includes the following steps:
Initial consultation: We'll meet with you to discuss your needs and goals and determine how we can best assist you.
Needs assessment: We'll conduct a thorough assessment of your current and future needs, including medical expenses, living expenses, and other factors.
Plan development: Based on our assessment, we'll develop a customized plan that meets your specific needs and goals.
Implementation: Once you've approved the plan, we'll work with all parties involved to ensure that it is properly implemented.
Ongoing support: We'll continue to provide ongoing support as needed to ensure that your plan remains effective over time.
Why Choose Sage Settlement Consulting?
There are many reasons why clients choose Sage Settlement Consulting for their settlement planning needs. Some of the key benefits of working with us include:
Expertise: Our team includes experienced professionals who are experts in their respective fields. You can trust us to provide accurate advice and guidance based on years of experience in the industry.
Personalized service: We take a personalized approach to every client engagement. You can expect individual attention from our team throughout the entire process.
Comprehensive solutions: We offer a full range of services designed to meet all of your settlement planning needs. Whether you need help structuring a settlement or planning for long-term care expenses, we have you covered.
Proven results: Our track record speaks for itself. We have helped countless clients achieve their financial goals through our comprehensive range of services and products.
Contact Us Today
If you're looking for expert guidance on settlement planning, look no further than Sage Settlement Consulting. Contact us today to schedule an initial consultation and learn more about how we can help you achieve financial security now and in the future.