Where every case is a transition, not a transaction.®

Expert guidance for the technical and
personal aspects of financial transitions

 
 
Contact Us

Traci Kaas, CeFT®, CSSC, CMSP

Certified Financial Transitionist®
Certified Structured Settlement Consultant
Certified Medicare Secondary Payer Professional
Financial Planner
Author, What You Can Expect When Expecting a Settlement

Partnered With

 

Where every case is a transition, not a transaction.®

Expert guidance for the technical and
personal aspects of financial transitions

Contact Us

Traci Kaas, CeFT®, CSSC, CMSP

Certified Financial Transitionist®
Certified Medicare Secondary Payer Professional
Certified Structured Settlement Consultant
Financial Planner
Author, What You Can Expect When Expecting a Settlement

Partnered With

 
When it comes to money, circumstances are rarely as simple as they appear. There is a broad spectrum of issues that go hand in hand with financial transitions. Whether someone is experiencing an injury settlement, a death of a loved one, the ending of a job, the sale of a business, or any other type of financial transition, Kaas Settlement Consulting provides a proactive approach to planning that will give empowerment to move towards the financial future envisioned.
 

Expert guidance for the technical and personal aspects of financial transitions

 

Expert guidance for the technical and personal aspects of financial transitions

Contact Us

KAAS SETTLEMENT CONSULTING

For more information about our services or to get assistance on a case, contact us at (800) 354-2258 or submit the form below:
Our
Purpose

Founder Traci Kaas has spent many years in the settlement planning industry. Her expert team provides unparalleled professional assistance in protecting the person going through a lawsuit and the law firm they are working with.

Traci Kaas has specialized training as a Certified Financial Transitionist®, a Certified Structured Settlement Consultant, and a Certified Medicare Secondary Payer Professional. She is uniquely qualified to address the broad spectrum of issues that arise during financial transitions. Her team has successfully worked with many personal injury attorneys, estate planning attorneys, CPA’s, and financial planners to ensure comprehensive settlement planning has been done and all the different options have been explained. The settlement transaction is complicated and can pose professional negligence loopholes. Kaas Settlement Consulting advises the attorney and the litigant during the entire process to attain a well-informed settlement solution.


View the Services page to learn more or contact me today.

Contact Us

KAAS SETTLEMENT CONSULTING

For more information about our services or to get assistance on a case, contact us at (800) 354-2258 or submit the form below:
Our Purpose

Founder Traci Kaas has spent many years in the settlement planning industry. Her expert team provides unparalleled professional assistance in protecting the person going through a lawsuit and the law firm they are working with.

Traci Kaas has specialized training as a Certified Financial Transitionist®, a Certified Structured Settlement Consultant, and a Certified Medicare Secondary Payer Professional. She is uniquely qualified to address the broad spectrum of issues that arise during financial transitions. Her team has successfully worked with many personal injury attorneys, estate planning attorneys, CPA’s, and financial planners to ensure comprehensive settlement planning has been done and all the different options have been explained. The settlement transaction is complicated and can pose professional negligence loopholes. Kaas Settlement Consulting advises the attorney and the litigant during the entire process to attain a well-informed settlement solution.


View the Services page to learn more or contact me today.

November 18, 2019

Using a Structured Settlement Annuity instead of a Health Savings Account

With open enrollment happening, millions of Americans are weighing their 2020 health insurance options. Some employers offer a Health Savings Account (HSA) in conjunction with a […]
October 21, 2019

Providing Additional Income for Clients Who Are Unable to Work

Few life events are more destabilizing than losing the ability to work. Employment often bestows a sense of pride, a mental challenge, and perhaps most importantly, […]
September 12, 2019
Protecting-Your-Claimant-From-Market-Volatility

Protecting Your Claimant From Market Volatility

When a claimant is about to receive a settlement, the overriding concern is to make sure the money provides for their needs as long as possible […]