Your Structured Installment Sale Partner.
We assist individuals facing significant capital gains taxes—like those selling businesses, properties, or high-value assets—by offering Structured Installment Sales. These strategies allow sellers to defer taxes and receive payments over time, keeping more of their hard-earned money working for them instead of going to taxes upfront.
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.
Available in 49 States
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Meet the SIS 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. #19935759
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
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
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Sales Outreach and Marketing
Rachel Stacy
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