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FINANCIAL PLANNING & EDUCATION

STRUCTURED SETTLEMENTS (FOR INJURY & NON-INJURY CASES)

TRIAL/MEDIATION SUPPORT AND ATTENDANCE

GOVERNMENT BENEFIT
PRESERVATION

About

Kaas Settlement Consulting is a team of highly experienced financial professionals, dedicated to ensuring financial security for their clients.

We understand that making important financial decisions is difficult under the best circumstances, and even more challenging when dealing with an injury. Our combination of expertise, integrity, and unparalleled personal dedication give us the tool to provide each client with customized settlement plans that meet their immediate and long term needs. We work diligently for the best interests of our clients, giving them the peace of mind they deserve.

Partnered With

Traci Kaas, CeFT®, CSSC, CMSP

Owner/President
Certified Financial Transitionist®
Certified Structured Settlement Consultant
Certified Medicare Secondary Payer Professional
Financial Planner
Series 7/FINRA Securities License, Series 65/FINRA Securities License, Series 63/FINRA Securities License in all 50 states

My career in the financial and legal industry began in insurance, after which I broadened my scope to include clients experiencing a variety of financial transitions. For over a decade, I have financially transitioned individuals and families involved in personal injury, wrongful death, and workers’ compensation cases, as well as those dealing with non-personal injury, such as class action and employment cases.

I have had the pleasure of sharing my specialized expertise via speaking engagements in California and nationally. In my experience, financial transitions are so much more than a simple exchange of money. Armed with ongoing training from the Sudden Money® Institute, my practice centers around both the technical and the personal aspects of financial transitions, helping clients navigate through the most vulnerable times in their lives.

I reside in Orange County, CA with my husband Steve. In my spare time, I enjoy hiking, traveling. I am an active member of our Saddleback Church Family.

COMPREHENSIVE SETTLEMENT PLANNING FOR CLAIMANTS

DRAFTING OF SETTLEMENT DOCUMENTS

TRIAL/MEDIATION SUPPORT AND ATTENDANCE

CASE, DAMAGE, AND WAGE LOSS ANALYSIS

MARKET-BASED FEE DEFERRAL PRODUCTS

STRUCTURED ATTORNEY FEES

LIEN RESOLUTION ASSISTANCE

STRUCTURED SETTLEMENTS (FOR INJURY & NON-INJURY CASES)

GOVERNMENT BENEFIT
PRESERVATION

TRUST & TRUSTEE SERVICES

About

Kaas Settlement Consultants is a team of highly experienced financial professionals, dedicated to ensuring financial security for their clients.

We understand that making important financial decisions is difficult under the best circumstances, and even more challenging when dealing with an injury. Our combination of expertise, integrity, and unparalleled personal dedication give us the tool to provide each client with customized settlement plans that meet their immediate and long term needs. We work diligently for the best interests of our clients, giving them the peace of mind they deserve.

Partnered With

Traci Kaas, CeFT®, CSSC, CMSP

Owner/President
Certified Financial Transitionist®
Certified Medicare Secondary Payer Professional
Certified Structured Settlement Consultant
Financial Planner
Series 7/FINRA Securities License, Series 65/FINRA Securities License, Series 63/FINRA Securities License in all 50 states

My career in the financial and legal industry began in insurance, after which I broadened my scope to include clients experiencing a variety of financial transitions. For over a decade, I have financially transitioned individuals and families involved in personal injury, wrongful death, and workers’ compensation cases, as well as those dealing with non-personal injury, such as class action and employment cases.

I have had the pleasure of sharing my specialized expertise via speaking engagements in California and nationally. In my experience, financial transitions are so much more than a simple exchange of money. Armed with ongoing training from the Sudden Money® Institute, my practice centers around both the technical and the personal aspects of financial transitions, helping clients navigate through the most vulnerable times in their lives.

I reside in Orange County, CA with my husband Steve. In my spare time, I enjoy hiking, traveling, and cheering on the Pittsburgh Steelers. I am an active member of our Saddleback Church Family.

Associations