Traci Kaas Email & Phone Number

Irvine, Ca

Specializing in settlement planning for the physically injured, we help clients make lifelong decisions during traumatic times. Our staff provides hands-on personalized service, including on-site attendance at mediation and voluntary settlement conferences.In conjunction with our strategic alliances, we offer a full range of settlement support services, including:-Case, Damage and Wage Loss Analysis-Life Care Planning, Costing and Financing-Access to Settlement Annuity, Bond Trust, Funding Agreement and Reinsurance Providers-Customized Settlement Solutions

Irvine, Ca

Kaas Settlement Consulting has partnered with The Settlement Alliance (TSA) to become TSA’s West Coast division, The Settlement ALLIANCE-WEST. We continue to offer clients the most comprehensive settlement planning services in the industry, including:-Structured Settlement Annuities-Financial Transition Planning- Income Tax Free & Tax-Deferred Annuities-Government Benefit Preservation-Attorney Fee Deferrals-Lien Resolution Assistance-Medicare Set-Aside Assistance-Trust Planning-Mass Tort Settlement Resolution-Qualified Settlement Fund AdministrationArmed with extensive and ongoing training as a Certified Financial Transitionist™ from the Sudden Money® Institute, I also understand how to best navigate the technical and personal issues that clients will experience during their financial transitions. Additional services include:-Life Care Planning-Estate Planning-Philanthropy Planning

Cssc, Nssta Certified Structured Settlement Consultant

Activities and Societies: Structured Settlement Consulting; Industry Specific Certification in conjunction with the National Structured.

Life & Health Licenses

Certified Financial Transitionist™