Business Details
Expert Financial Transition Planning & Settlement Consulting
Kaas Settlement Consulting specializes in guiding individuals and legal professionals through complex financial transitions. With expertise in structured settlement planning and Medicare Secondary Payer compliance, our team provides personalized solutions that address both the technical and emotional aspects of financial change. Founded by Traci Kaas, a Certified Financial Transitionist with decades of experience, we prioritize compassionate client service while maintaining the highest standards of professionalism.Our mission-driven approach ensures clients receive informed decision-making support tailored to their unique circumstances. We collaborate closely with attorneys, CPAs, and financial planners to deliver comprehensive settlement strategies that mitigate risks and empower long-term financial stability. Through proactive planning and industry-leading certifications, we help clients navigate life-altering events such as injury settlements, job loss, and business sales with confidence and clarity.
Services
Settlement Planning
Financial Transitions
Attorney Services
Medicare Secondary Payer Consulting
Structured Settlement Consulting
Highlights and features
- Certified experts in financial transitions and structured settlements
- Compassionate approach addressing both technical and emotional aspects
- Proven track record working with legal and financial professionals
- Specialized Medicare Secondary Payer compliance expertise
- Client-centered planning focused on long-term financial stability
Associations and certifications
- Certified Financial Transitionist (CeFT)
- Certified Structured Settlement Consultant (CSSC)
- Certified Medicare Secondary Payer Professional (CMSP)
Services
Settlement Planning
Comprehensive structured settlement planning for personal injury cases and legal settlements. Our certified consultants create customized financial solutions that protect claimants' interests while ensuring compliance with Medicare Secondary Payer regulations. We work directly with attorneys to identify optimal payment structures that meet long-term client needs.
Financial Transitions
Specialized financial guidance for major life events including job loss, business sales, and inheritance management. Our team addresses both the technical requirements and emotional challenges associated with sudden financial changes. We develop personalized roadmaps that help clients maintain stability during transitional periods.
Medicare Compliance
Expert Medicare Secondary Payer compliance services for legal and financial professionals. We ensure proper coordination between settlement agreements and Medicare benefits to prevent future coverage issues. Our certified specialists provide documentation, cost projections, and regulatory guidance for complex cases.
Attorney Collaboration
Dedicated support for personal injury attorneys and estate planners managing complex financial settlements. We provide technical expertise on structured payments, tax implications, and long-term financial planning. Our services help legal professionals deliver comprehensive solutions while minimizing professional liability risks.
Structured Settlements
Customized structured settlement solutions that balance immediate needs with future financial security. We analyze claimants' unique circumstances to create payment schedules that address medical expenses, living costs, and investment growth. Our independent consulting ensures settlements meet both legal requirements and personal objectives.
People
Traci Kaas
Founder & Certified Consultant
With decades of experience in settlement planning, Traci Kaas holds three specialized certifications including Certified Financial Transitionist. She leads a team that works with attorneys and financial professionals to create comprehensive settlement solutions while maintaining strict compliance standards.
Questions
What types of financial transitions do you handle?
We specialize in injury settlements, job loss transitions, business sales, inheritance management, and estate planning scenarios requiring structured financial solutions.
How do you assist legal professionals with settlements?
We provide attorneys with expert analysis of settlement options, Medicare compliance guidance, and documentation support to ensure comprehensive case resolution.
What certifications do your consultants hold?
Our team includes Certified Financial Transitionists, Certified Structured Settlement Consultants, and Certified Medicare Secondary Payer Professionals.
How are structured settlements created?
We analyze claimants' medical needs, financial obligations, and future requirements to design payment schedules that balance immediate and long-term needs while maintaining regulatory compliance.
What makes your approach unique?
We combine technical expertise with emotional intelligence, addressing both the financial mechanics and personal impact of major life transitions through personalized planning.
