Spring is the perfect time to get your finances in order. Review your budget, set new savings goals, and eliminate extra expenses. Small changes today can lead to a more secure and stress-free future. Need guidance? Give us a call; we’re here to help! (800) 354-2258.
Kaas Settlement Consulting
金融服务
Irvine，CA 212 位关注者
Where every case is a transition, not a transaction.
关于我们
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.
- 网站
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https://www.tracikaas.com
Kaas Settlement Consulting的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Irvine，CA
- 类型
- 个体经营
地点
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主要
获取路线
9210 Irvine Center Drive
US，CA，Irvine，92618
Kaas Settlement Consulting员工
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Traci Kaas
Certified Financial Transitionist? Certified Structured Settlement Consultant Settlement Planner, Financial Planner
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Magaly Herrera Loza
Case Coordinator at Kaas Settlement Consulting
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Xanthe Cuellar
Striving for impact and innovation
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Claire Williams
Case Coordinator and Executive Assistant at Kaas Settlement Consulting
动态
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Sign up for the KAAS Settlement Consulting Newsletter to stay informed about structured settlements and financial planning. Get expert tips, industry updates, and insights tailored for attorneys and clients. Don't miss out—subscribe today: lnk.bio/kaas_settlements
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Tax season is here! If you're facing a higher tax bill, this is just a reminder for 2025 that you can take control by structuring your fees and reducing your tax burden next season. This will allow you to keep more of your earnings and build long-term financial stability. A little planning now can mean big savings later. Start strategizing today: https://buff.ly/XW8DmDi
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Tell us what you want, what you really, really want—before that settlement agreement is signed! Our case coordinators know the best outcomes start with expert guidance early in the process. Tap the link to grab a copy of Traci's attorney pocket guide to help you and your client create the best possible solution: https://buff.ly/3TeVcsN
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For every case, there’s more to consider than meets the eye. Lump sums might provide immediate flexibility, but structured settlements ensure financial longevity and peace of mind. Will your client benefit from immediate liquidity, or does their path call for a secure, steady plan? Explore options and discover what’s best for your client here: https://buff.ly/3TeVcsN
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Sharleen works closely with clients to ensure they understand the key differences between structured settlement annuities and retirement annuities. Unlike retirement annuities, which often have age restrictions and IRS penalties for early access, structured settlements offer guaranteed payments without those limitations. Her expertise helps claimants make informed financial choices that provide stability now and in the future.
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As one of two financial transitionists in the country, Traci Kaas and her team specialize in guiding clients through both the technical and emotional aspects of financial transitions. Visit the link to explore the services tailored to meet your unique needs and those of your clients: https://buff.ly/3TeVcsN
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Getting to a new normal takes more than numbers; it takes proper support. Case coordinators Magaly and Sharleen are here to make the settlement process smoother, handling both the technical details and the human side of financial transitions. Their expertise ensures clients move forward with confidence, stability, and a plan for their future. Tap the link to connect with us today! https://buff.ly/3TeVcsN
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