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

Expert guidance for the technical and
personal aspects of financial transitions

KAAS-ReferenceGuideFree
Get your copy of What You Can Expect When Expecting a Settlement
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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

 

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

 
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.
 

Our mission at KAAS Consulting is to provide a client experience in which our compassion and grace are felt throughout the entire financial planning process. We seek to achieve the highest standard of professionalism to build trust. We strive to offer informed decision-making by being a supportive thinking partner, while being mindful of the client’s current circumstances and their future needs. Our highly detailed planning takes into account both the emotional and the technical side of money which is unique to each individual.

 

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.

April 16, 2020

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