Proven Expertise. Proven Solutions.

Settlement Planners, Inc. is a national structured settlement planning firm for over 40 years. 

 

Now providing Structured Installment Sale solutions to Financial and Tax professionals and their clients in the sale of highly appreciated capital assets such as Real Estate and Businesses.

Structured Installment Sale Partner
Jerrod Stacy

Click here to add a brief description of this person’s role and responsibilities, or a short bio with a background summary.

Sales Outreach and Marketing
Rachel Stacy

Click here to add a brief description of this person’s role and responsibilities, or a short bio with a background summary.

Settlement Planners Inc.

Settlement Planners, Inc. is a national structured settlement planning firm providing attorneys with analysis, design and implementation of periodic payment packages in the resolution of personal injury and wrongful death litigation.

We are also the industry leader in the design and implementation of innovative attorney fee structures relevant to class action, taxable damages and other non-traditional structured settlement cases.

We are retained by plaintiff’s counsel to create settlement plans tailored to meet the needs of the injured party.

Remember, not everyone needs a structured settlement but everyone can benefit from a settlement plan.

Available in 49 States

We aim to help people keep more of their hard earned money. It's as simple as that.

 

Meet the Team

Jerrod Stacy

Jerrod's background as a Real Estate and Mortgage Broker brings a multi-disciplinary approach when helping clients and their financial team analyze their exit strategies while considering their tax options.

SIS Planner

Lic. #853206

Rachel Stacy

Rachel strives to expand clients knowledge of ways they can maximize their sales to accomplish their financial goals and to help professionals  better assist their clients by providing them with a tax deferral option that doesn't cost their clients more and saves them money.

Sales Outreach and Marketing

About
Our Team

Collaborate

We work closely with your trusted financial professionals, lawyers, or brokers to ensure the utilization of a SIS is in your best interest, suits your needs and is structured properly.

Structure

We help to design the best income stream. Structuring the proceeds from the sale can be tailored to suit your needs or of each individual owner exactly the way they wish.

Defer

We help you accomplish significant tax savings by spreading out the proceeds from your sale allowing you to protect and preserve the wealth you worked hard to build.

Settlement Planners

We're Your Structured Installment Sale Partners

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© 2022 Settlement Planners Lic #0775349          Private Policy

A Structured Installment Sale is not considered investments, furthermore Settlement Planners Inc does not provide tax advice or legal advice. This information is for informational purposes only and is not meant as tax or legal advice. Clients should consult with their tax professional or legal advisor prior to implementing this process or entering such transactions. 

Settlement Planners Inc.
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